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Home > Retirement Planners > pennsylvania > wormleysburg > NORTHEASTERN STAR ASSET MANAGEMENT, INC.
NORTHEASTERN STAR ASSET MANAGEMENT, INC.
1017 Mumma Road
Suite 105
Wormleysburg, Pennsylvania 17043
Tel: 717-732-2719
About NORTHEASTERN STAR ASSET MANAGEMENT, INC.
NORTHEASTERN STAR ASSET MANAGEMENT, INC, formally registered with the SEC as NORTHEASTERN STAR ASSET MANAGEMENT, INC. The firm was established in 08/20/2014. They have over 1 offices throughout the country.
NORTHEASTERN STAR ASSET MANAGEMENT, INC. is a Wormleysburg, Pennsylvania based Financial Planning firm with nearly $207,626,301 assets under management, offering retirement planning & investment advisory services to 788 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171891 |
| SEC# | 801-80227 |
| Assets Managed by Firm | $207,626,301 |
| No. of Clients | 788 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 788 | $207,626,301 |
| Individuals (other than high net worth individuals) | 271 | $54,964,751 |
| High net worth individuals | 77 | $122,273,190 |
| Pension and profit sharing plans | 7 | $24,644,306 |
| Charitable organizations | 2 | $5,743,577 |
| Corporations or other businesses | 1 | $477 |
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