North Star Asset Management

EST. AUM
$3,351,878,334

CONTACTS
6

CLIENT ACCOUNTS
3,554

Firm Details

Metro area Green Bay
CRD Number 106489
Website northstarinvestments.com
Client types

Overview

North Star Asset Management is a registered investment advisory firm dedicated to providing personalized investment management and financial planning services. The firm focuses on delivering customized investment strategies tailored to meet the unique needs and goals of each client. With a commitment to long-term growth and capital preservation, North Star Asset Management employs a disciplined investment approach, leveraging in-depth market research and analysis to make informed decisions. The firm serves a diverse clientele, including high-net-worth individuals, families, trusts, estates, and foundations. Their services encompass a wide range of asset classes, including equities, fixed income, mutual funds, and exchange-traded funds. North Star Asset Management emphasizes a client-centric approach, ensuring that each portfolio is aligned with the client's risk tolerance, financial objectives, and time horizon. In addition to investment management, the firm provides comprehensive financial planning services, helping clients with retirement planning, tax planning, estate planning, and wealth transfer strategies. The goal is to offer holistic financial solutions that address all aspects of a client's financial life.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

North Star Asset Management

Platform Details

Investment Preferences

Alternative Activity

Address

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