Wealth Manager
    SEC Registered
    Manages Private Funds

    North Star Asset Management Inc

    Registered investment advisor · Neenah, Wisconsin · CRD #106489

    Assets Under Management
    $3.4B
    Client Accounts
    3,554
    Employees
    19
    CRD Number
    106489
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About North Star Asset Management Inc

    North Star Asset Management Inc. is an independent investment advisory firm founded in 1996, specializing in socially responsible investing and managing over $3 billion in assets. It offers personalized investment management and retirement planning services with a team of experienced professionals. The firm is registered with the SEC and based in Wisconsin.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is North Star Asset Management Inc's AUM?

    North Star Asset Management Inc reports approximately $3.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is North Star Asset Management Inc headquartered?

    North Star Asset Management Inc is headquartered in Neenah, Wisconsin.

    What is North Star Asset Management Inc's CRD number?

    North Star Asset Management Inc's CRD number is 106489. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does North Star Asset Management Inc manage?

    North Star Asset Management Inc manages approximately 3,554 client accounts according to its latest SEC filing.

    Is North Star Asset Management Inc SEC registered?

    Yes, North Star Asset Management Inc is registered with the SEC as an investment adviser with an approved registration status.

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