Nimrit
Kang

Northstar Asset Management Inc

CRD#6709042
Investment Advisor
in Berwyn, PA

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About this Advisor

Nimrit Kang is a chartered financial analyst who works out of Berwyn, Pennsylvania. Kang currently works for Northstar Asset Management Inc. Over the course of their career, Kang has held roles at Northstar Asset Management, Coho Partners, Missionsquare Retirement and Dupont Capital Management. Kang is approved to operate in Massachusetts. Northstar Asset Management Inc is a company based in Jamaica Plain, MA. It oversees $612 million in total assets among its 477 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 26 charities and foundations. Of its 477 accounts, 52% belong to high-net-worth clients who have greater than $1 million in investable assets. The company offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars and other services. A financial advisor's fees vary depending on which service is provided. Fee types billed by Northstar Asset Management Inc typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets

Office Location

Berwyn, PA

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Northstar Asset Management Inc Brokerage Details

Total Assets Under Management

$611,703,229

PA Average: $16,012,751,954
Total Number of Employees

18

PA Average: 118
Total Number of Accounts

477

PA Average: 4,567
Average Account Size

$1,282,397

PA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Nimrit Kang Work History

Nimrit has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Northstar Asset Management

2017 - 2022 (5 years)

Coho Partners

2016 - 2017 (1 year)

Missionsquare Retirement

2004 - 2016 (12 years)

Dupont Capital Management

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nimrit Kang to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Northstar Asset Management Inc

Ashley Cohen
Jamaica Plain, MA
Paige Ryan
Charlottesville, VA
Angela Akwule-Udochi
Jamaica Plain, MA
Nimrit Kang
Berwyn, PA
Julie Goodridge
Jamaica Plain, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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