Overview
Assets Under Management: $73 million
High-Net-Worth Clients: 32
Average Client Assets: $2.1 million
Frequently Asked Questions
NORTH SHORE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119487), NORTH SHORE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
NORTH SHORE ASSET MANAGEMENT, LLC serves 32 high-net-worth clients according to their SEC filing dated March 10, 2025. View client details ↓
According to their SEC Form ADV, NORTH SHORE ASSET MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
NORTH SHORE ASSET MANAGEMENT, LLC manages $73 million in client assets according to their SEC filing dated March 10, 2025.
According to their SEC Form ADV, NORTH SHORE ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.99%
Average Client Assets: $2.1 million
Total Client Accounts: 135
Discretionary Accounts: 135
Regulatory Filings
CRD Number: 119487
Filing ID: 1941968
Last Filing Date: 2025-03-10 14:41:00