North Shore Investment Consulting LLC
North Shore Investment Consulting LLC is an SEC-registered wealth manager in Wilmette, IL with $170.5M assets under management (AUM, regulatory AUM), +15% over one year. See who owns North Shore Investment Consulting LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131763, SEC 801-118847, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $170.5M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Wilmette, IL
- Employees
- 1
- Clients
- 103
- CRD
- 131763
- Ownership
- SMITH, JEFFREY, ROBERT; SMITH, DARLENE, ANN; Smith, Darlene
How much AUM does North Shore Investment Consulting LLC have?
North Shore Investment Consulting LLC reported $170.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns North Shore Investment Consulting LLC?
Disclosed owners and executives of North Shore Investment Consulting LLC include SMITH, JEFFREY, ROBERT, SMITH, DARLENE, ANN, Smith, Darlene. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.