Aristotle
Petruleas
North Star Investment Management Corporation
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About this Advisor
Aristotle Petruleas is a financial advisor who works in Chicago, Illinois with 1 year of relevant experience. Petruleas is currently employed by North Star Investment Management Corporation. Throughout their career, Petruleas has worked at North Star Investment Management Corporation and Fifth Third Banks (Formerly, Mb Financial Bank). Petruleas holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Illinois. North Star Investment Management Corporation is a company that has its headquarters in Chicago, IL. The company has offices in two locations and a total of 28 people on staff. It has $2 billion in assets between its 2,365 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 23 charities and foundations. Of its 2,365 customer accounts, just 14% belong to high-net-worth clients who have more than $1 million in investable assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management largely are based on the financial services offered. However, fee types charged by North Star Investment Management Corporation most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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North Star Investment Management Corporation Brokerage Details
$1,759,984,298
28
2,365
$744,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Aristotle Petruleas Work History
Aristotle has been registered as a financial advisor for 1 years.*
North Star Investment Management Corporation
Fifth Third Banks (Formerly, Mb Financial Bank)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Aristotle Petruleas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at North Star Investment Management Corporation
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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