CRD: 309269
North Shore Capital Group Investment Advisors, INC
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-21-2020
- Office Locations
- 1
Office Locations
About North Shore Capital Group Investment Advisors, INC
North Shore Capital Group Investment Advisors, Inc. is a Lake Forest, IL registered investment adviser serving retail clients, including business owners and entrepreneurs. The firm offers customized investment programs with performance tracking alongside broader financial planning (tax, estate, insurance, retirement, and charitable planning). Portfolios emphasize asset allocation and risk management using mutual funds/ETFs and alternative strategies such as private funds, real estate, and private equity, with custody including Charles Schwab.
Team overview
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Owner & Executives
JONATHAN MICHAEL RIGONI
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5110312
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Dustin Adam Decker
Financial Advisor, General Partner
- CRD
- #7242397
Darrel Patrick Rolls
Director of Operations, Financial Advisor
- CRD
- #6730133
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,056,826 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,056,826 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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