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Mark Kangas

NORTH STAR ADVISORY GROUP, LLC·BEACHWOOD, Ohio
Clean recordNORTH STAR ADVISORY GROUP, LLC
2000 AUBURN DRIVE, BEACHWOOD, OH 44122CRD# 4545075Firm CRD# 171694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Kangas · BEACHWOOD, OH
Registration
CRD #4545075 · NORTH STAR ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark Kangas is a registered financial advisor based in BEACHWOOD, Ohio, affiliated with NORTH STAR ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NORTH STAR ADVISORY GROUP, LLC
NORTH STAR ADVISORY GROUP, LLC
AUM
$183M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NORTH STAR ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4545075
Firm CRD# 171694
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Kangas offer?
Mark Kangas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEACHWOOD, Ohio for a consultation.
What are Mark Kangas's credentials?
Mark Kangas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Kangas located?
Mark Kangas is based in BEACHWOOD, Ohio, working with NORTH STAR ADVISORY GROUP, LLC. Their office serves clients in the BEACHWOOD metropolitan area and surrounding communities.
How does Mark Kangas charge for services?
Mark Kangas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH STAR ADVISORY GROUP, LLC?
NORTH STAR ADVISORY GROUP, LLC has approximately 6 employees and manages $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
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