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

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