North Star Asset Management
Finance · Wisconsin, United States · 11-50 Employees
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Overview
Headquarters
1 Neenah Ctr Ste 300, Neenah, Wisconsin,...Phone Number
(920) 729-7900Website
www.northstarinvestments.comRevenue
<$5 MillionIndustry
About North Star Asset Management
North Star Asset Management, Inc. is a leading independent SEC Registered Investment Advisory firm based in Wisconsin, managing over $3 billion in assets. The firm specializes in providing personalized investment management and retirement planning services to families, corporations, and endowments. With a team of 13 investment professionals, including CFA charterholders and CFP professionals, they emphasize a fiduciary approach that prioritizes client interests. Their investment strategy involves customized equity and fixed income portfolios developed through proprietary fundamental analysis.Explore more
North Star Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
North Star Asset Manageme...
<$5M
11-50
Private
-
1996
KJ
Karen JochmanChief Compliance Officer & Securities Trader
North Star Asset Management Tech Stack
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Frequently Asked Questions Regarding North Star Asset Management
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North Star Asset Management, Inc. is a leading independent SEC Registered Investment Advisory firm based in Wisconsin, managing over $3 billion in assets. The firm specializes in providing personalized investment management and retirement planning services to families, corporations, and endowments. With a team of 13 investment professionals, includ... Read More
