North Star Investment Management Corporation

North Star Investment Management Corporation (CRD# 117681) is a financial advisory firm headquartered in Chicago, IL. They manage $855,095,282 in 1,371 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    855
    MILLION
  • Total Number of Accounts
    1,371
    ACCOUNTS
  • Average Account Value
    $623,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IA, IL, MA, MD, MI, NV, NY, PA, TX, WI

Financial Advisors at North Star Investment Management Corporation
Showing 1 - 10 of 12 top financial advisors.
1
Sharon L. Egan
CRD#: 2822601
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606
96
Wealthminder
score

Sharon Egan (CRD# 2822601) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 19 years of experience in the finance industry. Sharon Egan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael N. Mazursky
CRD#: 2594963
332 Skokie Valley Rd., Suite 221, Highland Park, IL 60035
96
Wealthminder
score

Michael Mazursky (CRD# 2594963) is an Investment Advisor Representative working at North Star Investment Management Corporation in Highland Park, IL and has over 21 years of experience in the finance industry.

3
William E. Richards
CRD#: 3278770
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606
96
Wealthminder
score

William Richards (CRD# 3278770) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 17 years of experience in the finance industry. William Richards has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Bradley E. Cohen
CRD#: 2918359
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606
93
Wealthminder
score

Bradley Cohen (CRD# 2918359) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 19 years of experience in the finance industry.

5
Melissa F. Diamond
CRD#: 2840927
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606
93
Wealthminder
score

Melissa Diamond (CRD# 2840927) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 18 years of experience in the finance industry.

6
Sheldon L. Goodman
CRD#: 225329
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606
93
Wealthminder
score

Sheldon Goodman (CRD# 225329) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 24 years of experience in the finance industry.

7
Peter D. Gottlieb
CRD#: 2017998
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606
93
Wealthminder
score

Peter Gottlieb (CRD# 2017998) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 26 years of experience in the finance industry.

8
Eric C. Kuby
CRD#: 1203246
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606
93
Wealthminder
score

Eric Kuby (CRD# 1203246) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 33 years of experience in the finance industry.

9
Mary A. Lazowski
CRD#: 1061959
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606
93
Wealthminder
score

Mary Lazowski (CRD# 1061959) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 33 years of experience in the finance industry.

10
Allen C. Berg
CRD#: 1536438
5 Revere Drive, Suite 400, Northbrook, IL 60062
90
Wealthminder
score

Allen Berg (CRD# 1536438) is an Investment Advisor Representative working at North Star Investment Management Corporation in Northbrook, IL and has 1 year of experience in the finance industry. Allen Berg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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