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
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, 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
Lloyd Harbor, NY

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.