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Last updated: January 16th, 2020. 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.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||16|
|Percentage of Advisors Trusted||100%|
|Average Client Balance||$764,815|
|Total AUM||$1.6 billion|
|Advisor / Client Ratio||1:138|
|SEC Filings||Forms and Brochures (CRD # 106489)|
|State(s) Registered||AZ, CA, CO, FL, IL, MD, MI, MN, NJ, WI|