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NORTH STAR ASSET MANAGEMENT INC
CRD 106489 · SEC 801-52034
ONE NEENAH CENTER, SUITE 300, NEENAH, WI, 54956, United States
Phone
920-729-7900
Fax
920-729-7904
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.35B
Discretionary AUM
$3.32B
Team
19 total employees; 19 advisory reps
Clients
More than 500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2603 | $469.1M |
| High net worth individuals | 839 | $2.62B |
| Pension/profit sharing plans | 71 | $130.0M |
| Charitable organizations | 41 | $130.7M |
States served
AZ, CA, CO, GA, IL, MD, MI, MN, NJ, NY, NC, OH, SC, UT, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD