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).

Current Firm Details
222 E. Wisconsin Ave, Suite 102, Lake Forest, IL 60045
https://www.linkedin.com/company/north-shore-private-asset-management
By the Numbers
  • Total Assets Under Management
    395
    MILLION
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $931,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at North Shore Private Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William Gregg, financial advisor Lake Forest IL
William N. Gregg
CRD#: 1692570
222 E. Wisconsin Ave, Suite 102, Lake Forest, IL 60045

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.

2
David Melsheimer, financial advisor Lake Forest IL
David H. Melsheimer
CRD#: 4441591
222 E. Wisconsin Ave, Suite 102, Lake Forest, IL 60045

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.

3
Mark Saran, financial advisor Lake Forest IL
Mark F. Saran
CRD#: 726113
222 E. Wisconsin Ave, Suite 102, Lake Forest, IL 60045

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.

4
Edward Newton, financial advisor Lake Forest IL
Edward G. Newton
CRD#: 2428624
222 E. Wisconsin Ave, Suite 102, Lake Forest, IL 60045

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.

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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