Alexandra Dorfman
NorthStar Asset Management · St Louis, Missouri
Alexandra Dorfman is a fee-only financial advisor at NorthStar Asset Management in St Louis, Missouri. Alexandra focuses on family wealth transfer. NorthStar Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | NorthStar Asset Management |
|---|---|
| Based in | St Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $805.9M across 517 accounts |
| SEC registration | Investment adviser representative in MO · CRD 8132109 |
| Exams passed | Series 65 (2025) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.northstarasset.com |
How Alexandra's firm compares
- NorthStar Asset Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 517 accounts).
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Questions about Alexandra
Is Alexandra Dorfman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexandra holds no broker registration, and NorthStar Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexandra charge for financial advice?
Alexandra's firm, NorthStar Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Alexandra Dorfman based?
Alexandra Dorfman is based in St Louis, Missouri.
What does Alexandra specialize in?
Alexandra's specialties include family wealth transfer.
Is Alexandra Dorfman registered with the SEC?
Yes. Alexandra Dorfman is registered as an investment adviser representative in MO (CRD 8132109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NorthStar Asset Management manage?
NorthStar Asset Management reports $805.9M across 517 accounts in assets under management.
How do I contact Alexandra Dorfman?
Through Alexandra's website, www.northstarasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- NorthStar Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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