Brian
Duffield
North Star Advisory Group, LLC
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About this Advisor
Brian Duffield is a financial advisor who works out of Beachwood, Ohio with a total of 1 year of industry experience. Duffield is currently employed by North Star Advisory Group, LLC. Over the course of their career, they have held roles at North Star Advisory Group LLC, Highland Consulting, Union Home Mortgage, New Century Capital, Elite Turfgrass Managemnt, Express, Alco, Ohio University and Elyria Catholic High School. Duffield maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Ohio. North Star Advisory Group, LLC is a financial advisory business operating out of Beachwood, OH. It controls $152 million in total assets across its 390 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises one charities and foundations. Of its 390 accounts, just 8% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees typically depend on which service is offered. Fee types billed by North Star Advisory Group, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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North Star Advisory Group, LLC Brokerage Details
$151,674,712
6
390
$388,910
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Brian Duffield Work History
Brian has been registered as a financial advisor for 1 years.*
North Star Advisory Group LLC
Highland Consulting
Union Home Mortgage
New Century Capital
Union Home Mortgage
Elite Turfgrass Managemnt
Express
Ohio University
Alco
Elyria Catholic High School
*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 Brian Duffield 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 Advisory Group, LLC
Beachwood, OH
Beachwood, OH
Beachwood, OH
Beachwood, OH
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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