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).
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Total Assets Under Management855MILLION
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Total Number of Accounts1,371ACCOUNTS
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Average Account Value$623,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AZ, CA, FL, GA, IA, IL, MA, MD, MI, NV, NY, PA, TX, WI
Sharon Egan (CRD# 2822601) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 20 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.
Michael Mazursky (CRD# 2594963) is an Investment Advisor Representative working at North Star Investment Management Corporation in Highland Park, IL and has over 22 years of experience in the finance industry.
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.
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.
Melissa Diamond (CRD# 2840927) 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.
Sheldon Goodman (CRD# 225329) 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.
Peter Gottlieb (CRD# 2017998) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 27 years of experience in the finance industry.
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.
Mary Lazowski (CRD# 1061959) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 34 years of experience in the finance industry.
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.