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Building 2NORTH SHORE ASSET MANAGEMENT, LLC

Map pin
Phone631-223-7434
NotebookSEC #801-67773
Total AUM
$73.3M
Employees
1
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
631-223-7434

ReceiptFinancials

Total AUM
$73.3M
Accounts
135
Discretionary
$73.3M
Accounts
135
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$7.2M
HNW Individual Clients
32
AUM
$66M
Charitable Organization Clients
1
AUM
$172.3K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYTX

HandshakeAffiliates

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

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