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NORTH SHORE INVESTMENT CONSULTING LLC

dba NORTH SHORE INVESTMENT CONSULTING LLC · CRD 131763 · Registered Investment Adviser

NORTH SHORE INVESTMENT CONSULTING LLC is a Registered Investment Adviser headquartered in WILMETTE, IL. The firm reports $170,505,228 in regulatory assets under management across 300 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$0
Non-discretionary$170,505,228
Total RAUM$170,505,228
Accounts300

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 131763. adviserinfo.sec.gov/firm/summary/131763.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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