NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

222 E. Wisconsin Ave
Suite 102
Lake Forest, Illinois 60045
Tel: 888-375-4918

About NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC, formally registered with the SEC as NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC. The firm was established in 04/17/2015. They have over 1 offices throughout the country.

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC is a Lake Forest, Illinois based Financial Planning firm with nearly $394,746,933 assets under management, offering retirement planning & investment advisory services to 424 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130132
SEC#	801-92175
Assets Managed by Firm	$394,746,933
No. of Clients	424
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (401(K) ADVISORY AND CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	424	$394,746,933
Individuals (other than high net worth individuals)	70	$17,676,331
High net worth individuals	159	$248,640,263
Corporations or other businesses	1	$13,703,118

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