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Building 2NORTH STAR WEALTH MANAGEMENT

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Phone(224) 342-2525
NotebookSEC #801-128018
Total AUM
$169.1M
Employees
1
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
(224) 342-2525
Other Offices
1

ReceiptFinancials

Total AUM
$169.1M
Accounts
228
Discretionary
$169.1M
Accounts
228
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$11.4M
HNW Individual Clients
40
AUM
$145.8M
Corporation or Business Clients
1
AUM
$11.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIL

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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