William Gregg
North Shore Private Asset Management · Lake Forest, Illinois
William Gregg 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 1692570 |
| Exams passed | Series 63 (1988) · Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.nsprivateam.com |
| Profile |
How William'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 William
Is William Gregg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William 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 William charge for financial advice?
William'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 William Gregg based?
William Gregg is based in Lake Forest, Illinois.
Is William Gregg registered with the SEC?
Yes. William Gregg is registered as an investment adviser representative in IL (CRD 1692570), 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 William Gregg?
Through William'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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