David H Melsheimer
Investment adviser representative at North Shore Private Asset Management, LLC
22 yearsExperience
1 stateRegistered in
CFADesignation
$572.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- North Shore Private Asset Management, LLCJan 2004 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
North Shore Private Asset Management, LLC
$572.6MAssets managed
218Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4441591
- Firm CRD
- 130132