North Star Investment Management Corporation

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Client assets under management

$1,954,517,697

Clients

2,536

20% high-net worth

Advisors

of 26 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

211

Very High

Average account size

$770,709

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Main office location

North Star Investment Management Corporation

20 N. Wacker Drive, Suite 2027

Chicago IL 60606-2902, United States

Number of offices

Most active in

Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Illinois · Indiana · Iowa · Kansas · Maryland · Massachusetts · Michigan · Minnesota · Montana · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Wisconsin

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram Website 312-580-0900

Advisors at this firm

Colin S

Series 65

Glen Ellyn, IL

North Star Investment Management Corporation

Eric K

Series 63, Series 65

Chicago, IL

North Star Investment Management Corporation

Aristotle P

Series 65

Chicago, IL

North Star Investment Management Corporation

Dana C

Series 65

Chicago, IL

North Star Investment Management Corporation

Mary L

Series 63, Series 65

Chicago, IL

North Star Investment Management Corporation

Eric P

CFP®, Series 63

Chicago, IL

North Star Investment Management Corporation

Matthew S

CFA®

Glen Ellyn, IL

North Star Investment Management Corporation

Peter G

Series 63, Series 65

Chicago, IL

North Star Investment Management Corporation

Sharon E

CFP®, Series 63, Series 66

Chicago, IL

North Star Investment Management Corporation

Bradley C

Series 63, Series 65

Chicago, IL

North Star Investment Management Corporation

Melissa D

Series 63, Series 65

Chicago, IL

North Star Investment Management Corporation

Michael M

ChFC®, Series 63

Highland Park, IL

North Star Investment Management Corporation

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