North Star Investment Advisors, LLC (Il) is a large advisory firm based in Lake Forest. It manages $188.53 million of regulatory assets for 179 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Colorado, Illinois, New Hampshire, Texas, and Wisconsin.
North Star Investment Advisors, LLC (Il) provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of North Star Investment Advisors, LLC (Il) is $188.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 297% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay North Star Investment Advisors, LLC (Il) for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John R Griffith has been acting as President since 1 Jun 2001. North Star Financial Corporation joined the executive team most recently as the Holding Company.
The principal office where North Star Investment Advisors, LLC (Il) performs its advisory services is located at 272 East Deerpath, Lake Forest, IL 60045, which is also the mailing address of the firm. An additional office of the firm is in Highland Park, IL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-234-5628 or by fax 847-234-5629. The normal business hours are 8:30 a.m. - 3:00 p.m. on Monday - Friday.