North Star Asset Management Opens Physical Offices in Wisconsin
1 report, 1 independent
Updated Oct 8
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What happened
North Star Asset Management, based in Neenah, Wisconsin, opened physical offices in Wisconsin on October 8, 2026. The firm manages $3.4 billion in assets across 3,290 accounts and has a minimum asset threshold of $1 million.
From cnbc.com
Why it matters
The expansion of the firm, which is ranked No. 36 on the CNBC Financial Advisor 100 list, indicates growth in the regional financial services market. North Star Asset Management serves clients across all 50 states.
From cnbc.com
Who's involved
- WisconsinThe state where North Star Asset Management established its physical offices.
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The entities involved
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Wisconsin
state of the United States of America