North Star Investment Management Corporation

North Star Investment Management Corporation (CRD# 117681) is a financial advisory firm headquartered in Chicago, IL. They manage $2,087,252,952 in 2,434 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,087
    MILLION
  • Total Number of Accounts
    2,434
    ACCOUNTS
  • Average Account Value
    $857,540
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
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, NM, NV, NY, OH, OR, PA, SD, TN, TX, UT, VA, VT, WI

Financial Advisors at North Star Investment Management Corporation
Showing 1 - 10 of 10 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 26 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 25 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 27 years of experience in the finance industry.

4
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 34 years of experience in the finance industry.

5
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 40 years of experience in the finance industry.

6
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 41 years of experience in the finance industry.

7
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 29 years of experience in the finance industry.

8
Matthew H. Schwerin
CRD#: 1612397
489 Taft Avenue, Suite 200, Glen Ellyn, IL 60137

Matthew Schwerin (CRD# 1612397) is an Investment Advisor Representative working at North Star Investment Management Corporation in Glen Ellyn, IL and has 1 year of experience in the finance industry.

9
Aristotle P. Petruleas
CRD#: 3010696
20 N. Wacker Drive, Suite 1416, Chicago, IL 60606

Aristotle Petruleas (CRD# 3010696) is an Investment Advisor Representative working at North Star Investment Management Corporation in Chicago, IL and has over 2 years of experience in the finance industry.

10
Colin M. Schwerin
CRD#: 7859389
489 Taft Avenue, Glen Ellyn, IL 60137

Colin Schwerin (CRD# 7859389) is an Investment Advisor Representative working at North Star Investment Management Corporation in Glen Ellyn, IL and has 1 year of experience in the finance industry.

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