Mary
Lazowski
North Star Investment Management Corporation
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About this Advisor
Mary Lazowski is a financial advisor who works in Chicago, Illinois who has 19 years of relevant experience. Lazowski is an employee of North Star Investment Management Corporation. Over the course of their career, Lazowski has held roles at Newedge Securities, Inc, North Star Investment Management Corp and North Star Investment Services, Inc. Lazowski has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Illinois. North Star Investment Management Corporation is a registered investment firm headquartered in Chicago, IL. The firm has offices in two locations and a total of 28 employees. It has $2 billion in assets across its 2,365 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 23 charitable organizations. Of its 2,365 client accounts, just 14% are held by high-net-worth individuals who have at least $1 million in investable assets. The business has a broad range 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. A financial advisor's fee schedules are based on which services are provided. Fee types charged by North Star Investment Management Corporation most likely consist 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
Mary Lazowski Work History
Mary has been registered as a financial advisor for 19 years.*
Newedge Securities, Inc
North Star Investment Management Corp
North Star Investment Services, Inc
*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 Mary Lazowski 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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