NORTH STAR ADVISORY GROUP, LLC

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

About NORTH STAR ADVISORY GROUP, LLC

NORTH STAR ADVISORY GROUP, LLC, formally registered with the SEC as NORTH STAR ADVISORY GROUP, LLC. The firm was established in 01/25/2022. They have over 1 offices throughout the country.

NORTH STAR ADVISORY GROUP, LLC is a Beachwood, Ohio based Financial Planning firm with nearly $226,524,027 assets under management, offering retirement planning & investment advisory services to 448 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171694
SEC#	801-123132
Assets Managed by Firm	$226,524,027
No. of Clients	448
No. of Advisors	6

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 businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING ADVICE ON ANTIQUES AND COLLECTIBLES; SUB-ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	448	$226,524,027
Individuals (other than high net worth individuals)	363	$76,802,360
High net worth individuals	45	$119,678,973
Pension and profit sharing plans	40	$29,209,410
Charitable organizations	1	$431,066
Corporations or other businesses	1	$402,218

More Retirement Planning firms in Beachwood, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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