NorthCoast Asset Management

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

400 Atlantic St Ste 6, Stamford, Connect...

Revenue

$8.6 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
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2
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2

About NorthCoast Asset Management

NorthCoast Asset Management offers comprehensive wealth management services, including investment strategies, portfolio design, and holistic financial planning. The firm serves individual investors by providing personalized advisory services and customized investment management, as well as institutional clients through managed account solutions tailored to meet diverse investor goals. With over $5 billion in assets under management and a team of experienced professionals, NorthCoast is committed to delivering sophisticated financial solutions. Their innovative approach incorporates data intelligence into proprietary investment models to adapt to market changes effectively.Explore more
NorthCoast Asset Management's Social MediaPopular SearchesNorthCoast Asset ManagementNorth Coast CorpNorthCoast Asset Management LLCSIC Code 62,628NAICS Code 52,523Show more

NorthCoast Asset Management Org Chart

PhoneEmail
MD
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Managing Director

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JM
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Senior VP, Texas Northcoast Asset Management

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FI
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Principal, Senior Vice President, Business an...

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SO
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Senior Vice President, Senior Wealth Advisor

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AD
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Senior VP, Portfolio Management

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RM
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Senior Vice President, Regional Director - Pr...

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BN
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Senior Vice President, Wealth Advisor

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WG
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Senior Vice President

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WO
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Vice President

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KM
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Vice President

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JW
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Wealth Management Head

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JZ
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Portfolio Manager & Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

NorthCoast Asset Manageme...

$8.6M
11-50
Private
<$5M
1988
MD
Mark DeanManaging Director
$12.2M
11-50
Private
<$5M
2012
N/A
$7.3M
11-50
Private
<$5M
1979
Isaac Braley, President at BTS Asset Management
Isaac BraleyPresident
$5.7M
11-50
Private
-
1981
Hugh Tilney, Chief Operating Officer at FX Concepts
Hugh TilneyChief Operating Officer
<$5M
11-50
Private
-
1977
RS
Renee SzuPresident
<$5M
1-10
Private
<$5M
2008
N/A
<$5M
11-50
Private
<$5M
2012
SP
Susan PetrovicChief Financial Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

NorthCoast Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

NorthCoast Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about NorthCoast Asset Management.

NorthCoast Asset Management financials insights

Gather financial insights about NorthCoast Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All NorthCoast Asset Management's Financials Insights

NorthCoast Asset Management Tech Stack

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NorthCoast Asset Management News & Media

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Frequently Asked Questions Regarding NorthCoast Asset Management

What is NorthCoast Asset Management's official website?
NorthCoast Asset Management's official website is www.northcoastam.com
What is NorthCoast Asset Management's Revenue?
NorthCoast Asset Management's revenue is $8.6 Million
What is NorthCoast Asset Management's SIC code?
NorthCoast Asset Management's SIC: 62,628
What is NorthCoast Asset Management's NAICS code?
NorthCoast Asset Management's NAICS: 52,523
How many employees does NorthCoast Asset Management have?
NorthCoast Asset Management has 11-50 employees
What industry does NorthCoast Asset Management belong to?
NorthCoast Asset Management is in the industry of: Finance, Securities Trading
What is NorthCoast Asset Management competition?
NorthCoast Asset Management top competitors include: FX Concepts, BTS Asset Management, Reality Shares, WESPAC Plan Services
What technology does NorthCoast Asset Management use?
Some of the popular technologies that NorthCoast Asset Management uses are: DocuSign, PHP, Bing Ads, Google Universal Analytics
What does NorthCoast Asset Management do?

NorthCoast Asset Management offers comprehensive wealth management services, including investment strategies, portfolio design, and holistic financial planning. The firm serves individual investors by providing personalized advisory services and customized investment management, as well as institutional clients through managed account solutions tai... lored to meet diverse investor goals. With over $5 billion in assets under management and a team of experienced professionals, NorthCoast is committed to delivering sophisticated financial solutions. Their innovative approach incorporates data intelligence into proprietary investment models to adapt to market changes effectively.Read More

What are NorthCoast Asset Management social media links?
NorthCoast Asset Management Linkedin page NorthCoast Asset Management Facebook page
Is NorthCoast Asset Management a public company?
NorthCoast Asset Management is private company therefore does not currently have an official ticker symbol
See more information about NorthCoast Asset Management

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