Northstar Financial Management, Inc.
Moscow, Idaho
5.0
4 Reviews
Northstar Financial Management, Inc. is a trusted investment advisory firm based out of Moscow, ID, catering to a diverse client base. With over 200 individual clients and assets under management totaling more than $91,184,000, Northstar Financial Management, Inc. boasts a solid track record of success in the industry. The company operates from two offices, strategically positioned to serve their clients effectively. Northstar Financial Management, Inc. specializes in managing assets from employer 401Ks and individuals, making up approximately half of their impressive asset portfolio. Their extensive experience in this area ensur...
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Assets Under Mgmt

$91.18M

Investment Professionals

4

Locations

1

% 401K & Individual

46%

% Discretionary

99%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Subscription Fees
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Publication of periodicals or newsletters
Educational seminars/workshops
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.