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North Star Asset Management

sinobi
Country
United States
Business Category
Services
Employees
0-50
Discovered
2025-12-19
Published
December 19, 2025
Victim ID
xD5X1DDifDFR

Description

North Star Asset Management, Inc. is a prominent independent SEC Registered Investment Advisory firm based in Wisconsin, managing nearly $3 billion in assets. They offer tailored investment management and retirement planning services for families, corporations, and endowments, always prioritizing client interests as fiduciaries. Their team consists of 11 investment professionals, including 9 CFA Charterholders and 2 CFP professionals, boasting over 200 years of combined investment experience. North Star is recognized for its personalized and independent financial advice, charging a fee of 0.6% of managed assets.

Original Post View Group: sinobi
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