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North Star Advisory Group, LLC

● SEC registered since 2022CRD 171694SEC# 801-123132Beachwood, OH
Export (members)
Reg. AUM
$226.5M
Employees
6
Accounts
448
Location
Beachwood, OH

North Star Advisory Group, LLC assets under management

North Star Advisory Group, LLC operates as an SEC-registered investment adviser based in Beachwood, OH. The firm has been registered since 2022. It reports $226.5 million in regulatory assets under management and employs 6 people.
www.nsag.comView on SEC.gov ↗

North Star Advisory Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Mark Kangas ControlManaging Member And Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does North Star Advisory Group, LLC manage?

North Star Advisory Group, LLC reports $226.5 million in regulatory assets under management on its Form ADV.

How many employees does North Star Advisory Group, LLC have?

North Star Advisory Group, LLC reports 6 employees.

Where is North Star Advisory Group, LLC located?

North Star Advisory Group, LLC is based in Beachwood, OH and has been SEC-registered since 2022.

Does North Star Advisory Group, LLC disclose fund performance?

North Star Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2000 Auburn Drive, Suite 415, Beachwood, OH 44122
Phone216-202-0202
Fax216-202-3456
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$197.3M
Non-discretionary$29.2M
Total (RAUM)$226.5M