North Star Wealth Management

North Star Wealth Management (CRD# 326664) is a financial advisory firm headquartered in , . They manage $137,812,181 in 213 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $647,006
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at North Star Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Peleg Halpern, financial advisor Deerfield IL
Peleg Halpern
CRD#: 2459654
Deerfield, IL

Peleg Halpern (CRD# 2459654) is an Investment Advisor Representative working at North Star Wealth Management in Deerfield, IL and has over 30 years 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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