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North Shore Investment Consulting

Also known as north shore investment consulting

Wealth ManagerWilmette, United StatesFounded 2002
$130M
Assets Under Management
Wilmette
Headquarters
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Investment Focus

About North Shore Investment Consulting

North Shore Investment Consulting is a wealth manager based in Wilmette, US. Founded in 2002. Reported AUM: 130 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to North Shore Investment Consulting from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$170.5M
Total Clients
300
Filing Date
February 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is North Shore Investment Consulting?

North Shore Investment Consulting is a wealth manager based in Wilmette, United States, managing approximately $130M in assets.

Where is North Shore Investment Consulting headquartered?

North Shore Investment Consulting is headquartered in Wilmette, United States.

How much does North Shore Investment Consulting manage?

North Shore Investment Consulting manages approximately $130M in assets under management.

When was North Shore Investment Consulting founded?

North Shore Investment Consulting was founded in 2002.

How can I contact North Shore Investment Consulting?

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