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North Coast Asset Management, Inc.

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Client assets under management

$15,887,164

Clients

21

38% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

11

Very Low

Average account size

$756,532

About

North Coast Asset Management provides investment advisory and portfolio management services to individual and high‑net‑worth clients. The firm operates with two advisors and manages a small client base of roughly 21 accounts, focusing on individualized account relationships.

The firm delivers ongoing portfolio management and account reviews, and it may exercise investment discretion for clients who grant it authority. Its Form ADV lists its methods and review practices in the advisory business and account review sections (Items 4 and 13).

A noteworthy feature is the firm’s affiliation with an accounting firm, which the brochure discloses in Item 10; such an affiliation is uncommon among similar supported firms. This connection means the firm may coordinate or refer clients for accounting and tax services, a practice that its ADV highlights and that may present referral arrangements to consider.

Client services

Portfolio management

Main office location

North Coast Asset Management, Inc.

9051 Conde Lane

Windsor CA 95492, United States

Number of offices

1

Most active in

California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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