NORSTAR FINANCIAL OF PLANO, LLC

NORSTAR FINANCIAL OF PLANO, LLC is an SEC-registered investment adviser (CRD 297028). Regulatory assets under management: $1.2M.

Registration

• CRD: 297028
• Type: Registered investment adviser
• Phone: 4695731838
• Latest filing: 2026-02-19
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 2
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297028 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search