Overview

Assets Under Management: $395 million
Headquarters: LAKE FOREST, IL
High-Net-Worth Clients: 111
Average Client Assets: $2 million

Frequently Asked Questions

NORTH SHORE PRIVATE 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 #130132), NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC is headquartered in LAKE FOREST, IL.

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC serves 111 high-net-worth clients according to their SEC filing dated March 30, 2024. View client details ↓

According to their SEC Form ADV, NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC manages $395 million in client assets according to their SEC filing dated March 30, 2024.

According to their SEC Form ADV, NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Clients

Number of High-Net-Worth Clients: 111
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.75
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 424
Discretionary Accounts: 424

Regulatory Filings

CRD Number: 130132
Last Filing Date: 2024-03-30 00:00:00
Website: https://nsprivate.com