David H Melsheimer

Employer firm

North Shore Private Asset Management, LLC CRD 130132

$573M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 401(K) ADVISORY AND CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → Present
  North Shore Private Asset Management
  Lake Forest, IL

Previous Registrations

• 2012-07-03 → 2022-12-31
  North Shore Private Asset Management, Llc
  Lake Forest, IL
• 2012-07-03 → 2020-12-31
  North Shore Private Asset Management, Llc
  Lake Forest, IL
• 2012-07-03 → 2019-12-31
  North Shore Private Asset Management, Llc
  Lake Forest, IL

Other Businesses

PRINCIPAL OF NORTH SHORE PRIVATE TAX SERVICES - 120 N. LASALLE ST., SUITE 2600, CHICAGO, ILLINOIS 60602 TAX PREPARATION SERVICES, PROVIDED BY TAX PROFESSIONALS. PRINCIPAL WITH JOHN GIBBONS, CPA

Designations

• Chartered Financial Analyst

Other Names

• David H. Melsheimer