Northcoast Wealth Management

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

31731 Northwestern Hwy Ste 151W, Farming...

Phone Number

(248) 626-2000

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
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Jul
ZI Rank
1
1
1
1
1
1

About Northcoast Wealth Management

Northcoast Wealth Management specializes in financial planning and investment strategies focused on wealth preservation and customized strategic planning. They offer specialized services through a team of professionals, including a Chartered Financial Analyst, a Certified Financial Planner, and a Certified Public Accountant. Their intended clients include individuals seeking to align their personal financial goals with effective investment strategies, particularly in retirement planning. The company emphasizes a disciplined approach to wealth management, prioritizing careful planning over speculation.Explore more
Northcoast Wealth Management's Social MediaPopular SearchesNorthcoast Wealth ManagementMark Lebovitz, CFANorth Coast Wealth Management LLCNorthcoastSIC Code 62,628NAICS Code 52,523Show more

Northcoast Wealth Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Northcoast Wealth Managem...

<$5M
1-10
Private
-
2015
EE
Erin ElowePractice Manager
$10.3M
11-50
Private
-
-
Dennis Barba, President at Oxford Harriman
Dennis BarbaPresident
<$5M
11-50
Private
<$5M
2016
AM
Amanda MaierPartner, Chief Marketing Officer
<$5M
1-10
Private
-
2013
BB
Brock BennionWealth Strategist
<$5M
1-10
Private
-
2018
CD
Cameron DyeManager, Wealth
<$5M
1-10
Private
-
2009
N/A
<$5M
1-10
Private
-
2007
LM
Lily McleanSupervisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Northcoast Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Northcoast Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Northcoast Wealth Management.

Northcoast Wealth Management Tech Stack

A closer look at the technologies used by Northcoast Wealth Management

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Frequently Asked Questions Regarding Northcoast Wealth Management

What is Northcoast Wealth Management's official website?
Northcoast Wealth Management's official website is www.northcoastwm.com
What is Northcoast Wealth Management's Revenue?
Northcoast Wealth Management's revenue is <$5 Million
What is Northcoast Wealth Management's SIC code?
Northcoast Wealth Management's SIC: 62,628
What is Northcoast Wealth Management's NAICS code?
Northcoast Wealth Management's NAICS: 52,523
How many employees does Northcoast Wealth Management have?
Northcoast Wealth Management has 1-10 employees
What industry does Northcoast Wealth Management belong to?
Northcoast Wealth Management is in the industry of: Finance, Securities Trading
What is Northcoast Wealth Management competition?
Northcoast Wealth Management top competitors include: Kimball Creek Partners, Oxford Harriman, White Hawk Wealth Management, 6 Meridian
What technology does Northcoast Wealth Management use?
Some of the popular technologies that Northcoast Wealth Management uses are: Drupal, Proofpoint, Google Tag Manager, Network Solutions SSL Certificates
How do I contact Northcoast Wealth Management?
Northcoast Wealth Management contact info: Phone number: (248) 626-2000 Website: www.northcoastwm.com
What does Northcoast Wealth Management do?

Northcoast Wealth Management specializes in financial planning and investment strategies focused on wealth preservation and customized strategic planning. They offer specialized services through a team of professionals, including a Chartered Financial Analyst, a Certified Financial Planner, and a Certified Public Accountant. Their intended clients... include individuals seeking to align their personal financial goals with effective investment strategies, particularly in retirement planning. The company emphasizes a disciplined approach to wealth management, prioritizing careful planning over speculation.Read More

What are Northcoast Wealth Management social media links?
Northcoast Wealth Management Linkedin page Northcoast Wealth Management Twitter page Northcoast Wealth Management Facebook page
Is Northcoast Wealth Management a public company?
Northcoast Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Northcoast Wealth Management

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