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|
| Keyboard |
| North Star Advisory Group LLC
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|
|---|---|
| CRD # | 171694 |
| SEC # | 801-123132 |
| CIK # | |
| AUM | 289.1 M (2026-03-19) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 216-202-0202 |
| Address | 2000 Auburn Drive Beachwood, OH 44122 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 372 | 81.7 |
| (b) Individuals (high net worth individuals) | 67 | 171.6 |
| (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 | 43 | 34.9 |
| (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 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 487 | 289.1 |
| By Discretionary | ||
| Discretionary | 444 | 254.2 |
| Non-Discretionary | 43 | 34.9 |
| Total | 487 | 289.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.1 | |
| Total | 487 | 289.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gimbal Financial LLC
✚
|
IN | 290.0 M |
|
Pacific Sun Financial Corp
✚
|
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|
Money Management Financial Services LLC
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|
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289.5 M | |
|
Gradient Advisors LLC
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MN | 289.3 M |
|
Impactfolio LLC
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CO | 288.9 M |
|
Financial Guidance Group Inc
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288.4 M | |
|
Hesmer Wealth Management LLC
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|
288.4 M | |
|
Echo Wealth Management LLC
✚
|
MN | 288.2 M |
|
Financial Independence LLC
✚
|
RI | 288.1 M |