1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NORTH SHORE PRIVATE ASSET MANAGEMENT, LLC

Map pinLAKE FOREST, IL
Phone888-375-4918
NotebookSEC #801-92175
Total AUM
$572.6M
Employees
4
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 E. WISCONSIN AVE
SUITE 102
LAKE FOREST
IL 60045
United States
Operating Hours
8:30 A.M. - 3:00 P.M
Monday - Friday
Phone
888-375-4918

ReceiptFinancials

Total AUM
$572.6M
Accounts
449
Discretionary
$571.3M
Accounts
445
Non-Discretionary
$1.2M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
80
AUM
$50.8M
HNW Individual Clients
128
AUM
$293.5M
Government Entity Clients
8
AUM
$178.9M
Corporation or Business Clients
1
AUM
$33.4M
Other Clients
1
AUM
$16M
Description of Other Clients
INSURANCE TRUST

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
401(K) ADVISORY AND CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account