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Building 2NORTH STAR ASSET MANAGEMENT INC

Map pinNEENAH, WI
Phone920-729-7900
NotebookSEC #801-52034
Total AUM
$3.4B
Employees
19
Clients
3,554

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE NEENAH CENTER, SUITE 300
NEENAH
WI 54956
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
920-729-7900

ReceiptFinancials

Total AUM
$3.4B
Accounts
3,554
Discretionary
$3.3B
Accounts
3,514
Non-Discretionary
$36.5M
Accounts
40

ContactClients

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Individual Clients
2,603
AUM
$469.1M
HNW Individual Clients
839
AUM
$2.6B
Pension/Profit Sharing Plan Clients
71
AUM
$130M
Charitable Organization Clients
41
AUM
$130.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILMDMIMNNCNJNYOHSCTXUTWI

HandshakeAffiliates

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

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