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NORTH COAST ASSET MANAGEMENT, INC.
CRD 119226
9051 CONDE LANE, WINDSOR, CA, 95492, United States
Phone
707-837-9500
Fax
707-837-9525
Registration
— (—)
Source
State registered
Total AUM
$15.9M
Discretionary AUM
$15.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.3M |
| High net worth individuals | 8 | $10.6M |
All web addresses on file
Official SEC filing: View on IAPD