NorthStar Financial Services Group, LLC

North-Star-nightCLS is a wholly-owned subsidiary of NorthStar Financial Services Group, LLC (NorthStar), which was formed in 2003 to provide investment advisors access to a wide range of financial services – from mutual fund servicing to portfolio administration to third party asset management – under one roof. This synergistic structure allows the organization to empower advisors by helping them enhance their service to clients, increase their operational efficiencies, and expand their businesses.

As of October 31, 2017, NorthStar’s nine subsidiaries had over $685 billion in assets under management and administration.