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| Happy Holidays!! thanks for using AUM13F!! |
| North Star Advisory Group LLC
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|---|---|
| CRD # | 171694 |
| SEC # | 801-123132 |
| CIK # | |
| AUM | $226.5 M (2025-03-04) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 216-202-0202 |
| Address | 2000 Auburn Drive Beachwood, OH 44122 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 363 | 76.8 |
| (b) Individuals (high net worth individuals) | 45 | 119.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 29.2 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 226.5 |
| By Discretionary | ||
| Discretionary | 410 | 197.3 |
| Non-Discretionary | 38 | 29.2 |
| Total | 448 | 226.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 226.5 | |
| Total | 448 | 226.5 |
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|---|---|---|
|
Signature Financial Services Ltd
✚
|
IL | 0.2 |
|
Integrated Financial Solutions Inc
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VA | 0.2 |
|
Brendel Financial Advisors LLC
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NH | 0.2 |
|
True Wealth Advisory Group LLC
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FL | 0.2 |
|
Madrone Investment Advisory LLC
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|
CQ Wealth Advisors Inc
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|
Hunter Lewis LLC
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|
VA | 0.2 |
|
Redwood Financial Network Corp
✚
|
OH | 0.2 |
|
724 Capital LLC
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|
0.2 | |
|
The Ehrlich Group LLC
✚
|
CA | 0.2 |