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Northstar Investment Advisors LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
iShares Core 1-5 Year USD Bond ETF $5,607,000

    Assets

    Assets

    Last updated on June 12, 2019
      • $677.4M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 292
        Accounts
      • $2.3M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    5

    name start date
    Daniel John Mcgilvray
    November 2013
    John Chester Riecke
    November 2016
    Frederick Blackburn Taylor
    January 1999
    Charles John Farrell
    August 2007
    Robert Richard Vanwetter
    January 1999

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Frederick Blackburn Taylor Principal July, 1995 25% to 50%
      Charles John Farrell Principal January, 2010 25% to 50%
      Robert Richard Vanwetter Principal And Chief Compliance Officer July, 1995 10% to 25%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Other