NORTHSTAR FINANCIAL MANAGEMENT, INC.

NORTHSTAR FINANCIAL MANAGEMENT, INC. of MOSCOW, ID is an SEC-registered investment adviser (CRD 287594). Regulatory assets under management: $119.4M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth, Corporations.

Officers, owners & control persons (6)

NameRoleLocation
Kaitlin Christine JonesPRESIDENT—
Mark Alexander MooringCHIEF COMPLIANCE OFFICER—
Charlotte Marie JonesCHIEF OPERATIONS OFFICER—
JONES COLLEEN MARIECHIEF OPERATIONS OFFICER—
JONES KAITLIN CHRISTINEPRESIDENT—
Mooring Mark AlexanderCHIEF COMPLIANCE OFFICER—

Branch offices (2)

CityStateEmployeesPhone
——1208-810-4938
——1208-810-4938

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