# North Shore Investment Consulting

North Shore Investment Consulting is a Bank / Wealth / Trust based in Wilmette, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wilmette, United States
- **Region:** North America
- **Address:** Wilmette, IL, United States
- **Founded:** 2002
- **Assets under management:** Undisclosed
- **Website:** www.nsinv.com
- **LinkedIn:** linkedin.com/company/north-shore-investment-advisors

## Regulatory record

- **CRD number:** 131763
- **SEC file number:** 801-118847
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/131763

## About

Founded in 2002, North Shore Investment Consulting established its practice in Wilmette, Illinois, anchoring itself within one of the most concentrated private-wealth corridors in the Midwest. The firm provides advisory services structured around financial planning, investment management, and estate planning for high-net-worth individuals, families, and professionals. The firm's investment posture appears rooted in manager selection and portfolio construction rather than direct deal origination, consistent with a wealth-management practice of its scale and regional focus. While specific portfolio holdings are not publicly disclosed, the advisory model typically emphasizes asset allocation, tax-aware rebalancing, and liquidity management calibrated to each family's cash-flow needs and transfer-tax planning timeline. Team size and total assets under advisement are not publicly reported. This single-location structure reinforces the firm's identity as a concentrated, personal practice rather than a platform scaling toward institutional AUM thresholds. No philanthropic foundation, club-deal network, or adjacent operating entity has been publicly associated with the firm. Governance structure and succession planning remain opaque from the public record.

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Last updated: 2026-08-11T02:43:31.692Z

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