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William Pettingell Rich

Northstar Capital Inc.

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About William Pettingell Rich

William Pettingell Rich is an investment advisor representative registered with Northstar Capital Inc., based in Derry, NH. William has been working in the financial services industry since September 1995. William has a Series 65 license and is also a Chartered Financial Analyst. William's focus is on providing investment advice to individuals and pooled investment vehicles, including pension and profit-sharing plans. William has been registered with the state of Massachusetts since 2012 and the state of New Hampshire since 2025.

Firm Information

William Rich is currently registered with Northstar Capital Inc.. Northstar Capital Inc. is an investment advisor headquartered in [Main Office Location]. They offer portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages approximately $96,456,606 in regulatory assets under management, with 148 accounts. Northstar Capital Inc. also provides selection of other advisors services.

$96.46M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Rich’s Registration & Firm History

NH

01/08/2025 - Present

Northstar Capital Inc. (DERRY NH)

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Licenses & Designations

IA

Issued 09/07/1993

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Pettingell Rich.
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