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NORTH STAR ADVISORY GROUP, LLC

Tel: 216-202-0202
2000 Auburn Drive
Suite 415
Beachwood, Ohio  44122

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NORTH STAR ADVISORY GROUP, LLC

NORTH STAR ADVISORY GROUP, LLC is a Beachwood, Ohio based financial advisory firm with nearly $226,524,027 in assets under management and provides investment advisory services for 448 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Other (CONSULTING ADVICE ON ANTIQUES AND COLLECTIBLES; SUB-ADVISORY SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

171694

SEC#:

801-123132

No. of Clients:

448

Assets under Management

$226,524,027

No. of Advisors:

6

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