linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

North Star Asset Management Inc.

Headquartered in NEENAH, WI

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

North Star Asset Management Inc. is an investment advisor based in Neenah, WI, with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning and portfolio management for individuals, businesses, and charitable organizations. They manage a total of 3,090 accounts with a total of $2,727,420,238 in regulatory assets under management. North Star's services include portfolio management for individuals, portfolio management for businesses, and financial planning.

North Star Asset Management Inc.

134 E. WISCONSIN AVE.

NEENAH, WI 54956

$2.73B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

NORTH STAR ASSET MANAGEMENT INC. has a total of 2 branch locations across the country.
location

Neenah, WI

location

MENASHA, WI

Advisors at North Star Asset Management Inc.

View All 12 Advisors
Unclaimed
Cole Seigworth

RA

NEENAH, WI

View Profile
Unclaimed
Jacob W Johnson

CFA®, RA

NEENAH, WI

View Profile
Unclaimed
Nathaniel Roland Penn

RA

NEENAH, WI

View Profile
Unclaimed
Mark Patrick Reilly

RA

NEENAH, WI

View Profile
Unclaimed
Bradley Craig Buchanan

CFA®, RA

MENASHA, WI

View Profile
Unclaimed
Geoffry Alan Penn

CFA®, RA

Neenah, WI

View Profile
Unclaimed
Drew Joseph Krepline

CFA®, RA

NEENAH, WI

View Profile
Unclaimed
Benjamin Douglas Van handel

CFA®, RA

NEENAH, WI

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if North Star Asset Management Inc. is right for you?

Disclosures

There are no public disclosures for North Star Asset Management Inc..

Frequently Asked Questions (10)

Not sure if North Star Asset Management Inc. is right for you?