RIA Intel›Advisers›Pennsylvania›NORTHEASTERN STAR ASSET MANAGEMENT, INC.

NORTHEASTERN STAR ASSET MANAGEMENT, INC.

Advisory

N·WORMLEYSBURG, PA

Data as of Mar 13, 2024 · Source: SEC Form ADV

Total AUM
$236M
1-Year AUM Growth
+12.3%
3-Year CAGR
+5.2%
Employees
3
Assets Under Management
Total AUM$236M
Discretionary AUM$236M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients370
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)—
Filing History
Total Filings on Record26
First FilingAug 14, 2014
Latest FilingMar 13, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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