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Financial Advisor
Illinois
Lake Forest
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

Tel: 888-375-4918 222 E. Wisconsin Ave Suite 102 Lake Forest, Illinois 60045

About NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC is a Lake Forest, Illinois based financial advisory firm with nearly $394,746,933 in assets under management and provides investment advisory services for 424 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

130132

Firm SEC#:

801-92175

Assets Under Management:

$394,746,933

No. of Clients:

424

No. of Advisors:

5

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (401(K) ADVISORY AND CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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