NorthCoast Asset Management

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Last updated: January 21st, 2020. Data source: SEC filings.

NorthCoast Asset Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 46 state(s) with a licensed staff of 13 advisors. NorthCoast Asset Management manages $1.7 billion and provides investment advisory services for 4,166 clients (1:321 advisor/client ratio). This firm does not have a disciplinary history.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 6
Percentage of Advisors Trusted 88%
Minimum Investment $0
Average Client Balance $398,235
Total AUM $1.7 billion
Advisor / Client Ratio 1:321
Headquarters One Greenwich Office Park Greenwich, CT 06831
SEC Filings Forms and Brochures    (CRD # 109582)
State(s) Registered AL, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WI

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