NORTHSTAR FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser (CRD 124194). Regulatory assets under management: $195.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Other.
| Name | Role | Location |
|---|---|---|
| Richard E Berse | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| BERSE RICHARD E | CHIEF COMPLIANCE OFFICER | — |