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North Star Investment Management Corporation

North Star Investment Management Corporation

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 10, 2019
    • $1.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $651.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

13

name start date
Sharon Lee Egan
May 2012
Peter David Gottlieb
May 2003
Milton Gerald Lefton
April 2012
Mary Anne Lazowski
July 2004
William Everett Richards
October 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Kuby Gottlieb Investments, Ltd. -- --
    North Star Benefits, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Peter David Gottlieb Director; President August, 2001 less than 5%
      Eric Charles Kuby Director; Chief Investment Officer October, 2004 less than 5%
      Bradley Eric Cohen Portfolio Manager June, 2008 less than 5%
      Andrew Eisenberg Chief Compliance Officer March, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees