Overview
Assets Under Management: $718 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 179
Average Client Assets: $5 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 179
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.45
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 602
Discretionary Accounts: 602
Regulatory Filings
CRD Number: 110409
Last Filing Date: 2024-03-15 00:00:00
Website: https://thenorthstargroupinc.com