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North Shore Capital Group Investment Advisors, Inc CRD 309269
$38.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One Westminster Place Suite 110A, Lake Forest, IL 60045 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-05 |
| WI | RA | APPROVED | 2026-08-05 |
| TX | RA | APPROVED_RES | 2021-10-27 |
Branch Locations
One Westminster Place Suite 110A, Lake Forest, IL 60045 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Shore Capital Group Investment Advisors, Inc | Lake Forest | IL | 01/2017 | Present |
| Cardinal Health | Waukegan | IL | 08/2015 | 12/2016 |
| Student | Chicago | IL | 05/2013 | 05/2018 |
1) TabulaRasa Integrative Health Inc. - Not Investment Related - 135 N Greenleaf St. Suite 120, Gurnee, IL 60031 - Mental Therapy Practice - Managing Member - Spends approximately 10 hours per month - Executive oversight of business operations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-06 |
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