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Northstar Financial Companies, Inc.
Northstar Financial Companies, Inc. is a Registered Investment Advisor headquartered in Conshohocken, PA, founded in 1996. The firm specializes in comprehensive financial planning and investment management services, serving professionals, executives, business owners, and clients with complex financial needs. Their services include guidance for pension and governmental plans, support for military members, and expertise in trusts, qualified plans, and nonprofits. The company has an employee count ranging from 4 to 11, led by CEO and principal Steven B. Girard, with a dedication to integrity, accountability, and client-focused solutions.
Investment Strategy
Northstar Financial Companies, Inc. adopts a long-term, client-driven investment strategy. As a fee-based investment advisor, they provide tailored portfolios aligned with each client's unique financial situation, goals, and risk tolerances. The firm focuses on comprehensive financial planning and investment management, including portfolio analysis, asset allocation, and ongoing monitoring. Their approach incorporates experience with pensions, governmental plans, nonprofits, and trust management, emphasizing integrity, expertise, and collaborative service to help clients define and achieve their most important financial objectives.
Latest 13F Filing Activity
Northstar Financial Companies, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 100 equity positions with a total 13F market value of $96M. The fund increased holdings in Ishares TR, Microsoft Corp., Vanguard Admiral FDS Inc. among other positions. Northstar Financial Companies, Inc. reduced exposure to Vanguard Index FDS, Abbvie Inc., Abbott Labs among others.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | ISHARES TR | 12.25% | $11.8M | 34,706 | $322.16 | $339.57 | +$671.3K |
V V | VISA INC | 8.57% | $8.2M | 23,225 | $317.33 | $355.05 | +$376.3K |
V VOOG | VANGUARD ADMIRAL FDS INC | 4.95% | $4.8M | 11,996 | $366.94 | $396.54 | +$860.3K |
A AAPL | APPLE INC | 4.87% | $4.7M | 22,845 | $250.42 | $205.17 | -$564.0K |
M MSFT | MICROSOFT CORP | 4.53% | $4.4M | 8,769 | $421.50 | $497.41 | +$872.3K |
Industry Allocation
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