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NORTH SHORE INVESTMENT CONSULTING LLC
NORTH SHORE INVESTMENT CONSULTING LLC
WILMETTE, Illinois
·
2 registered advisors
·
CRD# 131763
SEC# 801-118847
0
847-445-4100
01
Firm Overview
AUM
$141M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at NORTH SHORE INVESTMENT CONSULTING LLC
2 registered advisors
Darlene Ann Smith
WILMETTE, Illinois
CRD# 7634471
Jeffrey Robert Smith
WILMETTE, Illinois
CRD# 1750020
05
Office Locations
WILMETTE, Illinois
2 advisors
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Data sourced from SEC Form ADV filings. NORTH SHORE INVESTMENT CONSULTING LLC (CRD# 131763) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.