North Shore Private Asset Management, LLC
North Shore Private Asset Management, LLC (CRD# 130132) is a financial advisory firm headquartered in Lake Forest, IL. They manage $394,746,933 in 424 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management395MILLION
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Total Number of Accounts424ACCOUNTS
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Average Account Value$931,007
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
IL
William Gregg (CRD# 1692570) is an Investment Advisor Representative working at North Shore Private Asset Management, LLC in Lake Forest, IL and has over 35 years of experience in the finance industry.
David Melsheimer (CRD# 4441591) is an Investment Advisor Representative working at North Shore Private Asset Management, LLC in Lake Forest, IL and has 1 year of experience in the finance industry.
Mark Saran (CRD# 726113) is an Investment Advisor Representative working at North Shore Private Asset Management, LLC in Lake Forest, IL and has over 43 years of experience in the finance industry.
Edward Newton (CRD# 2428624) is an Investment Advisor Representative working at North Shore Private Asset Management, LLC in Lake Forest, IL and has over 25 years of experience in the finance industry.