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Building 2NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

Map pinLAKE FOREST, IL
Phone847-234-4196
NotebookSEC #801-62729
Total AUM
$79.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
272 E DEERPATH RD.
SUITE 220
LAKE FOREST
IL 60045
United States
Operating Hours
8:30 A.M. - 3:00 P.M
Monday - Friday
Phone
847-234-4196

ReceiptFinancials

Total AUM
$79.4M
Accounts
44
Discretionary
$79.4M
Accounts
44
Non-Discretionary
$0
Accounts
0

ContactClients

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Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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