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NORTH STAR ADVISORY GROUP, LLC
NORTH STAR ADVISORY GROUP, LLC
BEACHWOOD, Ohio
·
1 registered advisor
·
CRD# 171694
SEC# 801-123132
0
216-202-0202
01
Firm Overview
AUM
$183M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NORTH STAR ADVISORY GROUP, LLC
1 registered advisor
Mark Kangas
BEACHWOOD, Ohio
CRD# 4545075
05
Office Locations
BEACHWOOD, Ohio
1 advisor
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Data sourced from SEC Form ADV filings. NORTH STAR ADVISORY GROUP, LLC (CRD# 171694) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.