NORTH STAR ADVISORY GROUP, LLC
Adviser information for NORTH STAR ADVISORY GROUP, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 382 | $161.0M |
| Non-Discretionary | 40 | $21.8M |
| Total | 422 | $182.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 344 | $70.9M |
| HNW Individuals | 36 | $89.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 40 | $21.8M |
| Charitable organizations | <5 | $417,688 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $366,503 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING ADVICE ON ANTIQUES AND COLLECTIBLES; SUB-ADVISORY SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-123132 |
|---|---|
| SEC ERA File Number | 801-123132 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171694 |
| Legal Entity Identifier | None |
Principal Office
2000 AUBURN DRIVESUITE 415
BEACHWOOD
OH
United States
Monday - Friday, 8:30 AM - 5:00 PM
Tel: 216-202-0202, Fax: 216-202-3456
Chief Compliance Officer
MARK KANGAS, CFP
MANAGING MEMBER & SENIOR INVESTMENT EXECUTIVE
2000 AUBURN DRIVE
SUITE 415
BEACHWOOD
OH
United States
Tel:
216-202-0202
Fax:
216-202-3456
M******@*******M
(Full email address available in API data)
Industry Affiliates
| ERIK KEISTER LEGAL SERVICES, LLC | Lawyer or law firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KANGAS, MARK | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 02/2013 | > 75% |