NorthCoast Asset Management


Trust Score 98%
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Last updated: August 6th, 2019. Data source: SEC filings.

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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.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $398,235
Hybrid Advisor No
Disciplinary History No
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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