North Star Investment Management Corporation

North Star Investment Management Corporation (CRD# 117681) is a financial advisory firm headquartered in Chicago, IL. They manage $1,613,828,202 in 2,017 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,614
    MILLION
  • Total Number of Accounts
    2,017
    ACCOUNTS
  • Average Account Value
    $800,113
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 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, CO, CT, DC, FL, GA, IA, IL, IN, KS, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WI

Financial Advisors at North Star Investment Management Corporation
Showing 1 - 10 of 11 top financial advisors.
1
Bradley E. Cohen
CRD#: 2918359
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

Bradley Cohen (CRD# 2918359) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 23 years of experience in the finance industry.

2
Melissa F. Diamond
CRD#: 2840927
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

Melissa Diamond (CRD# 2840927) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 22 years of experience in the finance industry.

3
Sharon L. Egan
CRD#: 2822601
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

Sharon Egan (CRD# 2822601) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 23 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.

4
Sheldon L. Goodman
CRD#: 225329
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

Sheldon Goodman (CRD# 225329) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 28 years of experience in the finance industry.

5
Peter D. Gottlieb
CRD#: 2017998
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

Peter Gottlieb (CRD# 2017998) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 30 years of experience in the finance industry.

6
Eric C. Kuby
CRD#: 1203246
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

Eric Kuby (CRD# 1203246) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 36 years of experience in the finance industry.

7
Mary A. Lazowski
CRD#: 1061959
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

Mary Lazowski (CRD# 1061959) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 37 years of experience in the finance industry.

8
Milton G. Lefton
CRD#: 4591019
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

Milton Lefton (CRD# 4591019) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has 1 year of experience in the finance industry. Milton Lefton 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.

9
Michael N. Mazursky
CRD#: 2594963
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

Michael Mazursky (CRD# 2594963) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 25 years of experience in the finance industry.

10
William E. Richards
CRD#: 3278770
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

William Richards (CRD# 3278770) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 21 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.

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