NORTH STAR ASSET MANAGEMENT INC

134 E. Wisconsin Ave.
One Neenah Center, Suite 300
Neenah, Wisconsin 54956
Tel: 920-729-7900

About NORTH STAR ASSET MANAGEMENT INC

NORTH STAR ASSET MANAGEMENT INC, formally registered with the SEC as NORTH STAR ASSET MANAGEMENT INC. The firm was established in 06/07/1996. They have over 1 offices throughout the country.

NORTH STAR ASSET MANAGEMENT INC is a Neenah, Wisconsin based Financial Planning firm with nearly $2,727,420,238 assets under management, offering retirement planning & investment advisory services to 3090 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106489
SEC#	801-52034
Assets Managed by Firm	$2,727,420,238
No. of Clients	3090
No. of Advisors	21

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3090	$2,727,420,238
Individuals (other than high net worth individuals)	2315	$415,154,729
High net worth individuals	679	$2,115,488,526
Pension and profit sharing plans	69	$125,583,216
Charitable organizations	27	$71,193,767

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