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Nimrit Kaur Kang

Northstar Asset Management, Inc

Berwyn, PA

Boston, MA

CRD 6709042

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Employer firm

Northstar Asset Management, Inc CRD 107138

$806M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars
  • SOCIALLY RESPONSIBLE INVESTING, SHAREHOLDER ADVOCACY, BUDGETING, SUB-ADVISOR, OCIO SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Northstar Asset Management, Inc

2 Harris Avenue, Boston, MA 02130 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-11-18
MA RA APPROVED 2023-01-31
  • PA RA
    APPROVED
    Since 2024-11-18
  • MA RA
    APPROVED
    Since 2023-01-31

Branch Locations

Berwyn, PA • United States

2 Harris Avenue, Boston, MA 02130 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northstar Asset Management Boston MA 08/2022 Present
Coho Partners Berwyn PA 08/2017 07/2022
Missionsquare Retirement Washington Dc DC 09/2016 07/2017
  • 08/2022 → Present
    Northstar Asset Management
    Boston, MA
  • 08/2017 → 07/2022
    Coho Partners
    Berwyn, PA
  • 09/2016 → 07/2017
    Missionsquare Retirement
    Washington Dc, DC
Other Businesses

Board of Directors for Philadelphia Health Partnership Investment Committee Member for Delaware County Community Foundation (TCF)

Designations
  • Chartered Financial Analyst

View on SEC IAPD

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