NORTH STAR ADVISORY GROUP, LLC
CRD #171694 SEC #801-123132 BEACHWOOD, OH 216-202-0202
SEC Registered
Total AUM
$226.5M
Discretionary
$197.3M
Employees
6
Clients
101
Accounts
448
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $226.5M | $197.3M | $29.2M | 6 | 0 |
| Mar 2024 | $182.9M | $161M | $21.8M | 6 | 2 |
| Mar 2023 | $151.7M | $134.7M | $17M | 6 | 2 |
| Dec 2022 | $151.4M | $133.6M | $17.8M | 5 | 1 |
| Nov 2022 | $151.4M | $133.6M | $17.8M | 5 | 1 |
| Jun 2022 | $151.4M | $133.6M | $17.8M | 5 | 1 |
| Jun 2022 | $151.4M | $133.6M | $17.8M | 5 | 1 |
| Jun 2022 | $151.4M | $133.6M | $17.8M | 5 | 1 |
| Mar 2022 | $151.4M | $133.6M | $17.8M | 5 | 1 |
| Mar 2022 | $125.3M | $107.9M | $17.4M | 5 | 1 |
| Dec 2021 | $125.3M | $107.9M | $17.4M | 5 | 1 |
DateMar 2025
Total AUM$226.5M
Discretionary$197.3M
Non-Disc.$29.2M
Employees6
Clients0
DateMar 2024
Total AUM$182.9M
Discretionary$161M
Non-Disc.$21.8M
Employees6
Clients2
DateMar 2023
Total AUM$151.7M
Discretionary$134.7M
Non-Disc.$17M
Employees6
Clients2
DateDec 2022
Total AUM$151.4M
Discretionary$133.6M
Non-Disc.$17.8M
Employees5
Clients1
DateNov 2022
Total AUM$151.4M
Discretionary$133.6M
Non-Disc.$17.8M
Employees5
Clients1
DateJun 2022
Total AUM$151.4M
Discretionary$133.6M
Non-Disc.$17.8M
Employees5
Clients1
DateJun 2022
Total AUM$151.4M
Discretionary$133.6M
Non-Disc.$17.8M
Employees5
Clients1
DateJun 2022
Total AUM$151.4M
Discretionary$133.6M
Non-Disc.$17.8M
Employees5
Clients1
DateMar 2022
Total AUM$151.4M
Discretionary$133.6M
Non-Disc.$17.8M
Employees5
Clients1
DateMar 2022
Total AUM$125.3M
Discretionary$107.9M
Non-Disc.$17.4M
Employees5
Clients1
DateDec 2021
Total AUM$125.3M
Discretionary$107.9M
Non-Disc.$17.4M
Employees5
Clients1