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NORTH STAR ADVISORY GROUP, LLC
CRD 171694 · SEC 801-123132
2000 AUBURN DRIVE, SUITE 415, BEACHWOOD, OH, 44122, United States
Phone
216-202-0202
Fax
216-202-3456
Registration
— (—)
Source
State registered
Total AUM
$289.1M
Discretionary AUM
$254.2M
Team
7 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING ADVICE ON ANTIQUES AND COLLECTIBLES; SUB-ADVISORY SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 372 | $81.7M |
| High net worth individuals | 67 | $171.6M |
| Pension/profit sharing plans | 43 | $34.9M |
| Charitable organizations | 1 | $357K |
| Corporations/business entities | 1 | $561K |
All web addresses on file
Official SEC filing: View on IAPD