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Northstar Financial Companies, Inc. CRD 119396
$519M regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1201 E. Hector St, Conshohocken, PA 19428 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Artistic Pizza | Doylestown | PA | 08/2017 | 09/2020 |
| Private Handyman Work | Doylestown | PA | 09/2020 | 10/2023 |
| Mathnasium | Doylestown | PA | 09/2020 | 10/2023 |
| Northstar Financial Companies Inc. | Conshohocken | PA | 10/2023 | Present |
| High School | Doylestown | PA | 01/2014 | 06/2017 |
| A. H. Williams & Company Inc. | 1009 Wesley Road | NJ | 12/2025 | Present |
Portfolio management and trading for A. H. Williams & Company, Inc., an affliated, state-registered Adviser
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-16 |
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