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Northshore Advisors LLC (Minneapolis)


Northshore Advisors LLC is a large advisory firm based in Minneapolis. It manages $290.1 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.




Northshore Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Northshore Advisors: assets under management

The assets under management (AUM) of Northshore Advisors LLC is $290.1 million. The firm's AUM has grown by 37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $257.24 million in discretionary accounts and $32.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.79 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $32.86 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Northshore Advisors LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minneapolis

The principal office where Northshore Advisors LLC performs its advisory services is located at 7201 W. 78 Th St., Minneapolis, MN 55439, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-837-9890 or by fax 952-837-9270. The normal business hours are 7:00am - 4:00pm on Monday - Friday.


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