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Building 2NORTH STAR ADVISORY GROUP, LLC

Map pinBEACHWOOD, OH
Phone216-202-0202
NotebookSEC #801-123132
Total AUM
$289.1M
Employees
7
Clients
484

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 AUBURN DRIVE
SUITE 415
BEACHWOOD
OH 44122
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
216-202-0202

ReceiptFinancials

Total AUM
$289.1M
Accounts
487
Discretionary
$254.2M
Accounts
444
Non-Discretionary
$34.9M
Accounts
43

ContactClients

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Individual Clients
372
AUM
$81.7M
HNW Individual Clients
67
AUM
$171.6M
Pension/Profit Sharing Plan Clients
43
AUM
$34.9M
Charitable Organization Clients
1
AUM
$357.1K
Corporation or Business Clients
1
AUM
$560.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING ADVICE ON ANTIQUES AND COLLECTIBLES; SUB-ADVISORY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILMAMINCNHOHTNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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