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| Keyboard |
| North Shore Investment Consulting LLC
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|---|---|
| CRD # | 131763 |
| SEC # | 801-118847 |
| CIK # | |
| AUM | 170.5 M (2026-02-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 847-445-4100 |
| Address | 1150 Wilmette Avenue, Suite E Wilmette, IL 60091 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 168.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 300 | 170.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 300 | 170.5 |
| Total | 300 | 170.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 167.1 | |
| Total | 300 | 170.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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RJ Cloud Advisors & Company
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OK | 171.3 M |
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Wilhelm Financial Services PLLC
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Hegarty Advisors LLC
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Wealth Engineering LLC
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RMR Capital Management LLC
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|
Taylor Wealth Management LLC
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|
Patrick Financial Group LLC
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MI | 170.4 M |
|
Allison Investment Management LLC
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SC | 170.4 M |
|
West End Wealth Management LLC
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CO | 170.4 M |
|
Oxford Capital Management Inc
✚
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VA | 170.0 M |