North Shore Investment Consulting LLC

North Shore Investment Consulting LLC (CRD# 131763) is a financial advisory firm headquartered in Wilmette, IL. They manage $140,770,245 in 348 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1150 Wilmette Avenue, Suite E, Wilmette, IL 60091
https://www.nsinv.com
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    348
    ACCOUNTS
  • Average Account Value
    $404,512
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
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at North Shore Investment Consulting LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Smith, financial advisor Wilmette IL
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 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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