Northstar Asset Management is an investment advisor in Blue Bell with $467.04 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
233044426
SEC advisor number
801-57654
FINRA CRD number
109185
AUM ?
$467.04 mm
(as of 3 Apr 23)
Accounts
396
(as of 3 Apr 23)
Employees
6
(2 investment advisory or research)
Address
Northstar Asset Management
488 NORRISTOWN ROAD
SUITE 142
BLUE BELL
PA 19422
488 NORRISTOWN ROAD
SUITE 142
BLUE BELL
PA 19422
Office hours
Monday - Friday, 8:00 AM TO 4:00 PM
Phone
484-342-4200
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Carson, John, Gerard | Chief Executive Officer | 05/2021 | < 5% |
Hannan, Kristen, Michele | Director of Client Relations and Vice President | 05/2021 | < 5% |
Kaeli JR, William, Thomas | Chief Compliance Officer and Vice President | 03/2023 | < 5% |
Estate of Edward B. Putnam | Member | 04/2021 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
19 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
3 Feb 22