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North Star Advisory Group
North Star Advisory Group is an SEC-registered investment adviser in Beachwood, Ohio, registered since 2022. The firm manages $289 million in assets with 7...
Overview
North Star Advisory Group is an SEC-registered investment adviser in Beachwood, Ohio, registered since 2022. The firm manages $289 million in assets with 7 employees and 5 investment advisers. It oversees $254 million on a discretionary basis.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Beachwood
Corporate office
Beachwood, OH, United States
Sector focus
Frequently asked questions
Does North Star Advisory Group make direct private investments or fund commitments?
There is no public evidence that North Star Advisory Group allocates to private funds, venture capital, or direct co-investment opportunities. The firm's communications emphasize planning, coordination, and the management of asset allocations, without reference to institutional-style private-market deployment.
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