Northstar Portfolio Investments, LLC
Northstar Portfolio Investments, LLC (CRD# 173314) is a financial advisory firm headquartered in Stamford, CT. They manage $45,735,042 in 144 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management46MILLION
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$317,604
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
![](/img/ws/firm-ria-sec-logo.png)
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, NJ
Financial Advisors at Northstar Portfolio Investments, LLC
1
Vikram Kaul (CRD# 6401440) is an Investment Advisor Representative working at Northstar Portfolio Investments, LLC in Stamford, CT and has over 9 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.