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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.
|Rank (United States)||Top 1%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||6|
|Percentage of Advisors Trusted||88%|
|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|