NORTH STAR ADVISORY GROUP, LLC - Financial Advisor in Ohio, Beachwood

Tel: 216-202-0202 2000 Auburn Drive Suite 415 Beachwood, Ohio 44122

About NORTH STAR ADVISORY GROUP, LLC

NORTH STAR ADVISORY GROUP, LLC is a Beachwood, Ohio based financial advisory firm with nearly $226,524,027 in assets under management and provides investment advisory services for 448 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

171694

Firm SEC#:

801-123132

Assets Under Management:

$226,524,027

No. of Clients:

448

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING ADVICE ON ANTIQUES AND COLLECTIBLES; SUB-ADVISORY SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Ohio?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Ohio, Beachwood

FirmCRD#:130198

SEC#:801-62718

No. of Advisors:22

No. of Clients:23

AUM:$5,838,163,109

FirmCRD#:119467

SEC#:801-62376

No. of Advisors:23

No. of Clients:581

AUM:$3,236,591,668

FirmCRD#:283850

SEC#:801-107873

No. of Advisors:8

No. of Clients:3612

AUM:$1,521,712,937

FirmCRD#:105768

SEC#:801-32604

No. of Advisors:5

No. of Clients:652

AUM:$894,046,584

FirmCRD#:106337

SEC#:801-41392

No. of Advisors:7

No. of Clients:140

AUM:$585,533,722

FirmCRD#:173667

SEC#:801-80876

No. of Advisors:26

No. of Clients:1599

AUM:$460,295,669

FirmCRD#:288185

SEC#:801-114947

No. of Advisors:9

No. of Clients:512

AUM:$403,660,589

FirmCRD#:119135

SEC#:801-60907

No. of Advisors:10

No. of Clients:264

AUM:$227,852,508

FirmCRD#:113175

SEC#:801-130254

No. of Advisors:2

No. of Clients:168

AUM:$114,751,283

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

ORG PORTFOLIO MANAGEMENT LLC

130198

801-62718

$5,838,163,109

CM WEALTH ADVISORS LLC

119467

801-62376

581

$3,236,591,668

STRATOS INVESTMENT MANAGEMENT, LLC

283850

801-107873

3612

$1,521,712,937

VAN CLEEF ASSET MANAGEMENT INC

105768

801-32604

652

$894,046,584

WINSLOW ASSET MANAGEMENT INC

106337

801-41392

140

$585,533,722

TYLER-STONE WEALTH MANAGEMENT, LLC

173667

801-80876

1599

$460,295,669

ADAPTIVE FINANCIAL CONSULTING, LLC

288185

801-114947

512

$403,660,589

SHAKER INVESTMENTS

119135

801-60907

264

$227,852,508

NEWPORT INVESTMENT ADVISORS INC

113175

801-130254

168

$114,751,283

Explore More Financial Advisor Firms in Beachwood, Ohio >>