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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
About North Shore Investment Consulting LLC
North Shore Investment Consulting is an independent, fee-only financial planning boutique in Wilmette, Illinois providing comprehensive planning and investment management for successful professionals, retirees, and small business owners and their families. The firm builds personally tailored portfolios and holistic plans focused on preserving and growing capital, and has been selected by Dimensional Fund Advisors to offer its low-cost mutual funds to clients.
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Owner & Executives
DARLENE ANN SMITH
--
- CRD
- --
- Ownership
- 50% but less than 75%
JEFFREY ROBERT SMITH
Chief Compliance Officer, President, Private Wealth Advisor
- CRD
- #1750020
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $170,505,228 | $568,351 |
| Total | $170,505,228 | $568,351 |
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Separately Managed Accounts
Total SMA Asset: $170,505,228
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $604,527,615 | 8.7% |
| Cash | $2,557,082,326 | 36.8% |
| Equity - Exchange | $1,354,975,689 | 19.5% |
| U.S. Government/Agency | $2,432,007,647 | 35.0% |
| Total | $6,948,593,277 | 100.0% |