|
⚲
|
| North Star Advisory Group LLC
✚
| |
|---|---|
| CRD # | 171694 |
| SEC # | 801-123132 |
| CIK # | |
| AUM | $182.9 MM (2024-03-14) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 216-202-0202 |
| Address | 2000 Auburn Drive Beachwood, OH 44122 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 344 | 70.9 |
| (b) Individuals (high net worth individuals) | 36 | 89.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 40 | 21.8 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 422 | 182.9 |
| By Discretionary | ||
| Discretionary | 382 | 161.0 |
| Non-Discretionary | 40 | 21.8 |
| Total | 422 | 182.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 182.9 | |
| Total | 422 | 182.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ndure Global LLC
✚
|
NY | 0.2 |
|
David Wealth Management LLC
✚
|
VA | 0.2 |
|
RH Investment Group LLC
✚
|
AZ | 0.2 |
|
Bazis Private Wealth LLC
✚
|
NE | 0.2 |
|
Kaizen Financial Strategies LLC
✚
|
CA | 0.2 |
|
CornerStone Advisors LLC
✚
|
AR | 0.2 |
|
Calderwood Financial Strategies Inc
✚
|
TX | 0.2 |
|
Tassel Capital Management Inc
✚
|
NC | 0.2 |
|
Dean Wealth Partners LLC
✚
|
TX | 0.2 |
|
Burnett Financial Group Inc
✚
|
OK | 0.2 |