Northstar Wealth Partners is an investment advisor in West Hartford with $1.02 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
271520512
SEC advisor number
801-88184
FINRA CRD number
169409
AUM ?
$1.02 bn
(as of 14 Dec 20)
Accounts
4,751
(as of 14 Dec 20)
Employees
21
(15 investment advisory or research)
Address
Northstar Wealth Partners
433 SOUTH MAIN STREET
SUITE 322
WEST HARTFORD
CT 06110
433 SOUTH MAIN STREET
SUITE 322
WEST HARTFORD
CT 06110
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
860-665-7737
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Laraia, Robert, Anthony | Managing Member | 09/2009 | 50-75% |
Integrity Partners, LLC | Member | 11/2016 | 50-75% |
Macomb, Romaine, Anne | Owner | 10/2016 | 25-50% |
Donatelli, Theresa, Vivian | Owner | 10/2016 | 25-50% |
Mcaraw, Joseph, Addison | Owner | 10/2016 | 25-50% |
Sargent, Jeffrey, Spencer | Chief Compliance Officer | 01/2018 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Nov 20
13F-HR
Quarterly holdings report by institutional manager
14 Aug 20
13F-HR
Quarterly holdings report by institutional manager
15 May 20
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 20
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
7 Nov 19
13F-HR
Quarterly holdings report by institutional manager
15 Aug 19
13F-HR
Quarterly holdings report by institutional manager
13 May 19
13F-HR
Quarterly holdings report by institutional manager
14 Feb 19
13F-HR
Quarterly holdings report by institutional manager
14 Nov 18