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David H Melsheimer

NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC·LAKE FOREST, Illinois
Unclaimed Profile
222 E. WISCONSIN AVE, LAKE FOREST, IL 60045CRD# 4441591Firm CRD# 130132
01

About

David H Melsheimer is a registered financial advisor based in LAKE FOREST, Illinois, affiliated with NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC
AUM
$395M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4441591
Firm CRD# 130132
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David H Melsheimer offer?
David H Melsheimer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE FOREST, Illinois for a consultation.
What are David H Melsheimer's credentials?
David H Melsheimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David H Melsheimer located?
David H Melsheimer is based in LAKE FOREST, Illinois, working with NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC. Their office serves clients in the LAKE FOREST metropolitan area and surrounding communities.
How does David H Melsheimer charge for services?
David H Melsheimer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC?
NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC has approximately 5 employees and manages $395M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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