|
⚲
|
| Northeastern Star Asset Management Inc
✚
| |
|---|---|
| CRD # | 171891 |
| SEC # | 801-80227 |
| CIK # | |
| AUM | $207.6 MM (2024-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 717-732-2719 |
| Address | 1017 Mumma Road Wormleysburg, PA 17043 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 55.0 |
| (b) Individuals (high net worth individuals) | 77 | 122.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 24.6 |
| (h) Charitable organizations | 2 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 788 | 207.6 |
| By Discretionary | ||
| Discretionary | 788 | 207.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 788 | 207.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.6 | |
| Total | 788 | 207.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dudley Capital Management LLC
✚
|
VA | 0.2 |
|
Blue Spark Capital Advisors LLC
✚
|
NY | 0.2 |
|
RM Financial Services LLC
✚
|
ME | 0.2 |
|
Harbor Island Capital LLC
✚
|
MA | 0.2 |
|
True Measure Wealth Management
✚
|
NE | 0.2 |
|
Legacy Wealth Management Group Inc
✚
|
VA | 0.2 |
|
Advyzon Investment Management LLC
✚
|
IL | 0.2 |
|
TPG Advisors LLC
✚
|
IL | 0.2 |
|
Cutter Financial Group LLC
✚
|
MA | 0.2 |
|
RIA Services LLC
✚
|
WI | 0.2 |