NORTH SHORE INVESTMENT ADVISORS, LLC

NORTH SHORE INVESTMENT ADVISORS, LLC of NEENAH, WI is an SEC-registered investment adviser (CRD 168208). Regulatory assets under management: $18.0M.

Registration

• CRD: 168208
• Type: Registered investment adviser
• Location: 110 W. WISCONSIN AVE, NEENAH, WI, 54956
• Phone: 920-886-0505
• Latest filing: 2026-03-28
• Regulatory AUM: $18.0M
• Discretionary AUM: $18.0M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168208 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search