# NORTHSTAR FINANCIAL COMPANIES, INC.

NORTHSTAR FINANCIAL COMPANIES, INC. of CONSHOHOCKEN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 119396
- Type: SEC-registered investment adviser
- SEC file number: 801-115004
- Location: 1201 E. HECTOR ST, CONSHOHOCKEN, PA, 19428
- Phone: 610-629-6100
- Latest filing: 2026-03-24
- Regulatory AUM: $519.0M
- Discretionary AUM: $494.0M
- Non-discretionary AUM: $25.0M
- Clients: 10
- Accounts: 1,338

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Glenn Alfred Williams | PRESIDENT OF AH WILLIAMS & CO. INC. | PHILADELPHIA, PA |
| Steven Brian Girard | PRESIDENT OF NORTHSTAR FINANCIAL COS. INC. | — |
| Julia Megan Randall | CHIEF COMPLIANCE OFFICER | — |
| GIRARD STEVEN BRIAN | PRESIDENT OF NORTHSTAR FINANCIAL COS. INC.; PRESIDENT / PRINCIPAL | — |
| RANDALL JULIA MEGAN | CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS GLENN ALFRED | PRESIDENT OF AH WILLIAMS & CO. INC. | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-03-24 | regulatory | FIRM ENGAGED IN INVESTMENT ADVISORY BUSINESS WITH CLIENTS IN THE STATE OF FLORIDA WITHOUT BEING PROPERLY REGISTERED. | Final | $13K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/119396/brochure
- Similar advisers: https://search.stillhousedata.com/firm/119396/similar
- Related entities: https://search.stillhousedata.com/firm/119396/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/119396

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.