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NORTH STAR ASSET MANAGEMENT INC

NEENAH, WI · CRD 106489 · IAPD ↗ · northstarinvestments.com · 920-729-7900

$3.35BRegulatory AUM
19Advisory reps
19Employees
0Clients
More than 500Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2024 — NORTH STAR ASSET MANAGEMENT INC reports More than 500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.