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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 5, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KANGAS, MARK | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 5, 2025 REGISTERED
Notice Filings (9)
FL IL MA MI NC NH OH TN TX
Address
2000 AUBURN DRIVESUITE 415
BEACHWOOD, OH 44122
United States
Phone: 216-202-0202