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NORTH SHORE INVESTMENT CONSULTING LLC
CRD 131763 · SEC 801-118847
1150 WILMETTE AVENUE, SUITE E, WILMETTE, IL, 60091, United States
Phone
847-445-4100
Fax
847-920-5456
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$170.5M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $168.5M |
| Pension/profit sharing plans | 1 | $2.0M |
States served
IL, TX
All web addresses on file
Official SEC filing: View on IAPD