NORTH SHORE INVESTMENT CONSULTING LLC

1150 Wilmette Avenue, Suite E
Wilmette, Illinois 60091
Tel: 847-445-4100

About NORTH SHORE INVESTMENT CONSULTING LLC

NORTH SHORE INVESTMENT CONSULTING LLC, formally registered with the SEC as NORTH SHORE INVESTMENT CONSULTING LLC. The firm was established in 06/03/2020. They have over 1 offices throughout the country.

NORTH SHORE INVESTMENT CONSULTING LLC is a Wilmette, Illinois based Financial Planning firm with nearly $140,770,245 assets under management, offering retirement planning & investment advisory services to 348 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131763
SEC#	801-118847
Assets Managed by Firm	$140,770,245
No. of Clients	348
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	348	$140,770,245
Individuals (other than high net worth individuals)	99	$139,221,479
Pension and profit sharing plans	1	$1,548,766

More Retirement Planning firms in Wilmette, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

Explore More Retirement Advisors in Wilmette, Illinois

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.