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Building 2NORTHEASTERN STAR ASSET MANAGEMENT, INC.

Map pinWORMLEYSBURG, PA
Phone717-732-2719
NotebookSEC #801-80227
Total AUM
$236.2M
Employees
3
Clients
370

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1017 MUMMA ROAD
SUITE 105
WORMLEYSBURG
PA 17043
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
717-732-2719

ReceiptFinancials

Total AUM
$236.2M
Accounts
834
Discretionary
$236.2M
Accounts
834
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
280
AUM
$66.9M
HNW Individual Clients
80
AUM
$136.1M
Pension/Profit Sharing Plan Clients
7
AUM
$27.8M
Charitable Organization Clients
2
AUM
$5.4M
Corporation or Business Clients
1
AUM
$164

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMDNCPATXVA

HandshakeAffiliates

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

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