Mark Saran
North Shore Private Asset Management · Lake Forest, Illinois
Mark Saran is a fee-only financial advisor at North Shore Private Asset Management in Lake Forest, Illinois. North Shore Private Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | North Shore Private Asset Management |
|---|---|
| Based in | Lake Forest, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $572.6M across 449 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6155443 |
| Exams passed | Series 66 (2013) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.nsprivateam.com |
How Mark's firm compares
- North Shore Private Asset Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 449 accounts).
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Questions about Mark
Is Mark Saran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and North Shore Private Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, North Shore Private Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Saran based?
Mark Saran is based in Lake Forest, Illinois.
Is Mark Saran registered with the SEC?
Yes. Mark Saran is registered as an investment adviser representative in IL (CRD 6155443), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does North Shore Private Asset Management manage?
North Shore Private Asset Management reports $572.6M across 449 accounts in assets under management.
How do I contact Mark Saran?
Through Mark's website, www.nsprivateam.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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