North Star Asset Management Review


Trust Score 98%
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Last updated: June 11th, 2019. Data source: SEC filings.

North Star Asset Management, federally registered in 1996, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 15 advisors. North Star Asset Management manages $1.6 billion and provides investment advisory services for 2,062 clients (1:138 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $764,815
Hybrid Advisor No
Disciplinary History No
Total AUM $1.6 billion
Advisor / Client Ratio 1:138
Headquarters A Menasha, WI
SEC Filings Forms and Brochures    (CRD # 106489)
State(s) Registered AZ, CA, CO, FL, IL, MD, MI, MN, NJ, WI


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