North Shore Asset Management, LLC
North Shore Asset Management, LLC (CRD# 119487) is a financial advisory firm headquartered in , . They manage $63,676,815 in 130 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
North Shore Asset Management, LLC
By the Numbers
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Total Assets Under Management64MILLION
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Total Number of Accounts130ACCOUNTS
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Average Account Value$489,822
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY, TX
Financial Advisors at North Shore Asset Management, LLC
1
Robert Schpoont (CRD# 3232497) is an Investment Advisor Representative working at North Shore Asset Management, LLC in Lloyd Harbor, NY and has over 24 years of experience in the finance industry.
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