Northstar Wealth Partners LLC
Legal Name: NORTHSTAR WEALTH PARTNERS LLC
433 SOUTH MAIN STREET, SUITE 322, WEST HARTFORD, CT
Full Contact Details
Other Info
Northstar Wealth Partners LLC is legally known as NORTHSTAR WEALTH PARTNERS LLC. It is a CT Limited Liability Company. This firm has 18 employees, of which 13 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 7, 2015.
Direct Owners
-
INTEGRITY PARTNERS, LLC
MEMBER owns more than 50% but less than 75%
-
JEFFREY SPENCER SARGENT
CHIEF COMPLIANCE OFFICER owns less than 5%
-
ROBERT ANTHONY LARAIA
MANAGING MEMBER owns more than 50% but less than 75%
Indirect Owners
-
JOSEPH ADDISON MCARAW
OWNER owns more than 25% but less than 50%
-
ROMAINE ANNE MACOMB
OWNER owns more than 25% but less than 50%
-
THERESA VIVIAN DONATELLI
OWNER owns more than 25% but less than 50%
-
TYLER WESTERVELT POTTS
OWNER owns more than 25% but less than 50%
Firms Located Nearby
- Fairview Constitution Management IV LLC
- Fairview Capital Partners Inc
- Resources Management Corp
- Fierston Financial Group Inc
- Private Capital Group LLC
- Penwood Real Estate Investment Management LLC
- Mullaney Keating & Wright Inc
- BREACHWAY INVESTMENTS, LLC
- YHB Investment Advisors Inc
- GYL Financial Synergies LLC
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 15, 2019
- SPDR GOLD TR GOLD $2,788k
- NORFOLK SOUTHERN $2,755k
- WASTE MGMT INC DEL $2,618k
- UNITED TECHNOLOGIES $2,488k
- COCA-COLA CO $2,436k
- Caterpillar Inc $2,296k
- VISA INC COM CL A $2,277k
- VERIZON COMMUNICATIONS $2,247k
- UNILEVER PLC $2,238k
- PHILIP MORRIS INTL $2,152k