North Star Advisory Group, LLC

North Star Advisory Group, LLC (CRD# 171694) is a financial advisory firm headquartered in Beachwood, OH. They manage $182,856,033 in 422 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2000 Auburn Drive, Suite 415, Beachwood, OH 44122
https://www.linkedin.com/company/nsag/
By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $433,308
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at North Star Advisory Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mark Kangas, financial advisor Beachwood OH
Mark Kangas
CRD#: 4545075
2000 Auburn Drive, Suite 415, Beachwood, OH 44122

Mark Kangas (CRD# 4545075) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has over 21 years of experience in the finance industry.

2
Erik Keister, financial advisor Beachwood OH
Erik S. Keister
CRD#: 4692161
2000 Auburn Drive, Suite 415, Beachwood, OH 44122

Erik Keister (CRD# 4692161) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has over 8 years of experience in the finance industry.

3
Brian Duffield, financial advisor Beachwood OH
Brian M. Duffield
CRD#: 7341785
2000 Auburn Drive, Suite 415, Beachwood, OH 44122

Brian Duffield (CRD# 7341785) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry.

4
Forrest Kuchling, financial advisor Beachwood OH
Forrest D. Kuchling
CRD#: 7392344
2000 Auburn Drive, Suite 415, Beachwood, OH 44122

Forrest Kuchling (CRD# 7392344) is an Investment Advisor Representative working at North Star Advisory Group, LLC in Beachwood, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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