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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Illinois?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Illinois, Lake Forest

FirmCRD#:170912
SEC#:801-79577
No. of Advisors:34
No. of Clients:359
AUM:$4,455,148,440
FirmCRD#:161235
SEC#:801-73397
No. of Advisors:29
No. of Clients:12
AUM:$2,974,700,156
FirmCRD#:317544
SEC#:801-122856
No. of Advisors:8
No. of Clients:402
AUM:$765,472,925
FirmCRD#:152714
SEC#:801-71679
No. of Advisors:3
No. of Clients:38
AUM:$189,940,889
FirmCRD#:326104
SEC#:801-127797
No. of Advisors:8
No. of Clients:1
AUM:$49,825,000

Explore More Financial Advisor Firms in Lake Forest, Illinois >>

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.