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North Shore Investment Consulting LLC

● SEC registered since 2020CRD 131763SEC# 801-118847Wilmette, IL
Export (members)
Reg. AUM
$148.7M
Employees
1
Accounts
296
Location
Wilmette, IL

North Shore Investment Consulting LLC assets under management

North Shore Investment Consulting LLC is a registered investment adviser overseen by the SEC based in Wilmette, IL. The firm has been registered since 2020. It reports $148.7 million in regulatory assets under management and employs 1 people.

North Shore Investment Consulting LLC owners & executives

2 reported
NameTitleOwnershipSince
Darlene Ann Smith ControlAdministration50-75%2004
Jeffrey Robert Smith ControlPresident & Cco50-75%2004

Frequently asked questions

How much does North Shore Investment Consulting LLC manage?

North Shore Investment Consulting LLC reports $148.7 million in regulatory assets under management on its Form ADV.

How many employees does North Shore Investment Consulting LLC have?

North Shore Investment Consulting LLC reports 1 employees.

Where is North Shore Investment Consulting LLC located?

North Shore Investment Consulting LLC is based in Wilmette, IL and has been SEC-registered since 2020.

Does North Shore Investment Consulting LLC disclose fund performance?

North Shore Investment Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1150 Wilmette Avenue, Suite E, Wilmette, IL 60091
Phone847-445-4100
Fax847-920-5456
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$148.7M
Total (RAUM)$148.7M