# NORTHSTAR FINANCIAL MANAGEMENT, INC.

NORTHSTAR FINANCIAL MANAGEMENT, INC. of MOSCOW, ID is an SEC-registered investment adviser.

## Registration

- CRD: 287594
- Type: SEC-registered investment adviser
- SEC file number: 801-122129
- Location: 110 SOUTH MAIN STREET, MOSCOW, ID, 83843-2806
- Phone: (208)810-4938
- Latest filing: 2025-05-19
- Regulatory AUM: $119.4M
- Discretionary AUM: $118.8M
- Non-discretionary AUM: $598K
- Clients: 3
- Accounts: 672

## Business model

- Compensation: % of AUM, Hourly, Fixed, Subscription
- Clients served: Individuals, High net worth, Corporations

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Kaitlin Christine Jones | PRESIDENT | — |
| Mark Alexander Mooring | CHIEF COMPLIANCE OFFICER | — |
| Charlotte Marie Jones | CHIEF OPERATIONS OFFICER | — |
| JONES COLLEEN MARIE | CHIEF OPERATIONS OFFICER | — |
| JONES KAITLIN CHRISTINE | PRESIDENT | — |
| Mooring Mark Alexander | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 208-810-4938 |
| — | — | 1 | 208-810-4938 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/287594/brochure
- Similar advisers: https://search.stillhousedata.com/firm/287594/similar
- Related entities: https://search.stillhousedata.com/firm/287594/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/287594

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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.