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| Happy Holidays!! thanks for using AUM13F!! |
| Northeastern Star Asset Management Inc
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|---|---|
| CRD # | 171891 |
| SEC # | 801-80227 |
| CIK # | |
| AUM | $236.2 M (2025-03-18) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 717-732-2719 |
| Address | 1017 Mumma Road Wormleysburg, PA 17043 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 66.9 |
| (b) Individuals (high net worth individuals) | 80 | 136.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 27.8 |
| (h) Charitable organizations | 2 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 834 | 236.2 |
| By Discretionary | ||
| Discretionary | 834 | 236.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 834 | 236.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.2 | |
| Total | 834 | 236.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
R Stewart Eads Investment Counsel Inc
✚
|
GA | 0.2 |
|
Timberchase Financial LLC
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AL | 0.2 |
|
Pathworks Financial Inc
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MI | 0.2 |
|
Riverplace Capital Management Inc
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FL | 0.2 |
|
Crossgate Wealth Advisors LLC
✚
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PA | 0.2 |
|
Penney Financial LLC
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TX | 0.2 |
|
Pandora Wealth Inc
✚
|
IL | 0.2 |
|
TPG Advisors LLC
✚
|
IL | 0.2 |
|
American Planning Services Inc
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|
FL | 0.2 |
|
Casilio Leitch Investments LLC
✚
|
CA | 0.2 |