NORTH STAR INVESTMENT MANAGEMENT CORPORATION

20 N. Wacker Drive
Suite 1416
Chicago, Illinois 60606-2902
Tel: 312-580-0900

About NORTH STAR INVESTMENT MANAGEMENT CORPORATION

NORTH STAR INVESTMENT MANAGEMENT CORPORATION, formally registered with the SEC as NORTH STAR INVESTMENT MANAGEMENT CORPORATION. The firm was established in 04/28/2003. They have over 3 offices throughout the country.

NORTH STAR INVESTMENT MANAGEMENT CORPORATION is a Chicago, Illinois based Financial Planning firm with nearly $2,087,252,952 assets under management, offering retirement planning & investment advisory services to 2434 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	117681
SEC#	801-62013
Assets Managed by Firm	$2,087,252,952
No. of Clients	2434
No. of Advisors	29

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2434	$2,087,252,952
Individuals (other than high net worth individuals)	1960	$348,825,150
High net worth individuals	407	$1,242,299,827
Pension and profit sharing plans	54	$72,205,284
Charitable organizations	22	$19,083,326

More Retirement Planning firms in Chicago, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

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