North Shore Investment Consulting LLC

North Shore Investment Consulting LLC (CRD# 131763) is a financial advisory firm headquartered in Wilmette, IL. They manage $76,865,816 in 62 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at North Shore Investment Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
Jeffrey R. Smith
CRD#: 1750020
1150 Wilmette Avenue, Suite E, Wilmette, IL 60091

Jeffrey Smith (CRD# 1750020) is an Investment Advisor Representative working at North Shore Investment Consulting LLC in Wilmette, IL and has over 28 years of experience in the finance industry. Jeffrey Smith has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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