North Shore Asset Management, LLC

North Shore Asset Management, LLC (CRD# 119487) is a financial advisory firm headquartered in Cold Spring Harbor, NY. They manage $40,717,484 in 151 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $269,652
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY, TX

Financial Advisors at North Shore Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert J. Schpoont
CRD#: 3232497
Cold Spring Harbor, NY
93
Wealthminder
score

Robert Schpoont (CRD# 3232497) is an Investment Advisor Representative working at North Shore Asset Management, LLC in Cold Spring Harbor, NY and has over 17 years of experience in the finance industry.

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