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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-04-2014
- Office Locations
- 1
Office Locations
About North Star Advisory Group, LLC
North Star Advisory Group is a holistic financial planning and portfolio management firm serving individuals, families, and business owners. Services span investment and retirement income planning, education funding, insurance, and coordinated tax and estate planning, plus retirement plan design for businesses. Clients get a daily-updated portal with performance/allocation reporting and MFA security; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARK KANGAS
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4545075
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Brian Mitchell Duffield
Advisor
- CRD
- #7341785
ERIK SHANNON KEISTER
Financial Advisor, General Partner
- CRD
- #4692161
Radial ridge
Atlas signal
- CRD
- #30136
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $254,219,006 | $572,565 |
| Non-Discretionary | $34,882,547 | $811,222 |
| Total | $289,101,553 | $593,638 |
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Separately Managed Accounts
Total SMA Asset: $289,101,553
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $623,968,761 | 28.2% |
| Equity - Exchange | $659,371,244 | 29.8% |
| Cash | $199,138,966 | 9.0% |
| Corporate - Investment Grade | $730,176,209 | 33.0% |
| Total | $2,212,655,180 | 100.0% |