North Shore Investment Consulting LLC
● SEC registered since 2020CRD 131763SEC# 801-118847Wilmette, IL
Reg. AUM
$170.5M
Employees
1
Accounts
300
Location
Wilmette, IL
North Shore Investment Consulting LLC assets under management
North Shore Investment Consulting LLC is a registered investment adviser overseen by the SEC based in Wilmette, IL. The firm has been registered since 2020. It reports $170.5 million in regulatory assets under management and employs 1 people.
North Shore Investment Consulting LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darlene Ann Smith Control | Administration | 50-75% | 2004 |
| Jeffrey Robert Smith Control | President & Cco | 50-75% | 2004 |
Frequently asked questions
How much does North Shore Investment Consulting LLC manage?
North Shore Investment Consulting LLC reports $170.5 million in regulatory assets under management on its Form ADV.
How many employees does North Shore Investment Consulting LLC have?
North Shore Investment Consulting LLC reports 1 employees.
Where is North Shore Investment Consulting LLC located?
North Shore Investment Consulting LLC is based in Wilmette, IL and has been SEC-registered since 2020.
Does North Shore Investment Consulting LLC disclose fund performance?
North Shore Investment Consulting LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1150 Wilmette Avenue, Suite E, Wilmette, IL 60091 |
| Phone | 847-445-4100 |
| Fax | 847-920-5456 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$170.5M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$170.5Mregulatory AUM
Discretionary $0Non-discretionary $170.5M