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Nimrit Kaur Kang

Investment adviser representative at Northstar Asset Management, Inc
10 yearsExperience
2 statesRegistered in
CFADesignation
$805.9MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Northstar Asset Management, IncAug 2022 to now
  2. Coho PartnersAug 2017 to Jul 2022
  3. Missionsquare RetirementSep 2016 to Jul 2017

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (MA, PA).

Northstar Asset Management, Inc

$805.9MAssets managed
194Clients
7Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6709042
Firm CRD
107138
Advisor's SEC record (opens in a new tab)
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