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Building 2NORTHCOAST ASSET MANAGEMENT LLC

Map pinGREENWICH, CT
Phone203-532-7000
NotebookSEC #801-57294
Total AUM
$2.1B
Employees
32
Clients
5,971

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE GREENWICH OFFICE PARK
GREENWICH
CT 06831
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
203-532-7000

ReceiptFinancials

Total AUM
$2.1B
Accounts
5,971
Discretionary
$2.1B
Accounts
5,971
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,045
AUM
$1B
HNW Individual Clients
2,700
AUM
$914.2M
Investment Company Clients
1
AUM
$33.4M
Pension/Profit Sharing Plan Clients
94
AUM
$40.6M
Charitable Organization Clients
22
AUM
$18.5M
Corporation or Business Clients
109
AUM
$93.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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