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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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