Overview
Assets Under Management: $149 million
Headquarters: WILMETTE, IL
Frequently Asked Questions
NORTH SHORE INVESTMENT CONSULTING 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 #131763), NORTH SHORE INVESTMENT CONSULTING LLC is subject to fiduciary duty under federal law.
NORTH SHORE INVESTMENT CONSULTING LLC is headquartered in WILMETTE, IL.
According to their SEC Form ADV, NORTH SHORE INVESTMENT CONSULTING LLC offers financial planning and portfolio management for individuals. View all service details ↓
NORTH SHORE INVESTMENT CONSULTING LLC manages $149 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, NORTH SHORE INVESTMENT CONSULTING LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 296
Non-Discretionary Accounts: 296
Regulatory Filings
CRD Number: 131763
Filing ID: 1955386
Last Filing Date: 2025-03-14 11:51:00
Website: https://nsinv.com