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NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
CRD 130132 · SEC 801-92175
222 E. WISCONSIN AVE, SUITE 102, LAKE FOREST, IL, 60045, United States
Phone
888-375-4918
Fax
847-234-4683
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$572.6M
Discretionary AUM
$571.3M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)401(K) ADVISORY AND CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 80 | $50.8M |
| High net worth individuals | 128 | $293.5M |
| State/municipal entities | 8 | $178.9M |
| Corporations/business entities | 1 | $33.4M |
States served
IL, WI
All web addresses on file
Official SEC filing: View on IAPD