North Star Asset Management INC
Neenah, WI·SEC-registered · CRD #106489
North Star Asset Management INC is an SEC-registered investment advisory firm in Neenah, WI managing $3.4B across 3.6k client accounts, with 19 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.4B
Client accounts
3.6k
Advisory staff
19
Fee model
Fee-only
How North Star Asset Management INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about North Star Asset Management INC
How much does North Star Asset Management INC manage?
Per its most recent SEC Form ADV filing (05/07/2026), North Star Asset Management INC reports $3.4B in regulatory assets under management across roughly 3.6k client accounts.
How does North Star Asset Management INC charge?
North Star Asset Management INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is North Star Asset Management INC a fiduciary?
Yes. North Star Asset Management INC is registered with the U.S. Securities and Exchange Commission (CRD #106489), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is North Star Asset Management INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks North Star Asset Management INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from North Star Asset Management INC's public SEC Form ADV filing (CRD #106489, filed 05/07/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of North Star Asset Management INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with North Star Asset Management INC? Claim this profile.