Date Published: December 10, 2015
Summary Power Point Deck: 30 Slides
Reference Power Point Deck: 305 Slides
NorthStar Financial Services Group was founded by Pat Clarke & Mike Miola in 2002 and is based in Omaha, NE. The company has three offices, 400 employees, $120 billion asses under management & administration, $100 million revenue, $17.0 million EBITDA, and is led by its Chairman Mike Miola. NorthStar Financial Services Group's web sites can be found at www.nstar-financial.com, www.geminifund.com, www.blugiant.com, www.nlcompliance.com, www.nldistributors.com, www.advisoronefunds.com, www.orionadvisor.com, www.clsinvest.com, & www.constellationtrust.com.
NorthStar Financial Services Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Merger Phase
- Expansion Phase
- Success Phase
- Private Equity Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, financial advisor clients, assets under management & administration, revenues, EBITDA & net profits.
Its profile includes detailed outlines of its core businesses, including:
- Gemini Fund Services
- Northern Lights Compliance Services
- Northern Lights Distributors
- Northern Lights Fund Trust & Variable Trust
- Advisor One Funds
- Blu Giant
- Orion Advisor Services
- CLS Investments
- Constellation Trust Company (Affiliate)
And its profile concludes with the highlights of its organizational structure & ownership.