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Chief Compliance Officer · Northstar Financial Companies, Inc.

Julia M. Randall

CRD 5073235 · Named on Form ADV at one SEC-registered adviser

At a glance

Northstar Financial Companies, Inc., an SEC-registered wealth manager based in Conshohocken, PA with $519 million in regulatory assets, lists Julia M. Randall on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Julia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Steven B. GirardPresident of Northstar Financial COS. Inc., Northstar Financial Companies, Inc.
  • Glenn A. WilliamsPresident of AH Williams & Co. Inc., Northstar Financial Companies, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Julia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.