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- Custodian
- Charles Schwab & Company ยท Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 4, 2025 and March 19, 2026, reported AUM increased 27.6%, from $226.5M to $289.1M.
Across 5 reported observations, AUM increased 91.0% between December 14, 2022 and March 19, 2026, from $151.4M to $289.1M.
Of the latest reported AUM, 87.9% is discretionary and 12.1% is non-discretionary.
The firm reports 5 advisory representatives and 484 clients, or 96.8 clients per representative. That equates to $597.3K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
MARK KANGAS
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #4545075
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Brian Mitchell Duffield
Advisor
- CRD
- #7341785
ERIK SHANNON KEISTER
Financial Advisor, General Partner
- CRD
- #4692161
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
SMA allocation detail is available
North Star Advisory Group, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.