North Star Advisory Group, LLC
● SEC registered since 2022CRD 171694SEC# 801-123132Beachwood, OH
Reg. AUM
$289.1M
Employees
7
Accounts
487
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 $289.1 million in regulatory assets under management and employs 7 people.
North Star Advisory Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Kangas Control | Managing Member And Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does North Star Advisory Group, LLC manage?
North Star Advisory Group, LLC reports $289.1 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 7 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
| Address | 2000 Auburn Drive, Suite 415, Beachwood, OH 44122 |
| Phone | 216-202-0202 |
| Fax | 216-202-3456 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$289.1M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$289.1Mregulatory AUM
Discretionary $254.2MNon-discretionary $34.9M