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James Ray Bucheister

North Coast Asset Management, Inc.

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About James Ray Bucheister

James Ray Bucheister is a registered investment advisor representative with North Coast Asset Management, Inc., a firm based in Windsor, California. James has been with North Coast Asset Management, Inc. since March 2002. James is also a certified public accountant. James has been a registered investment advisor representative since May 8, 2002. He is licensed in California. James has a Series 65 license and is registered in California.

Firm Information

James Bucheister is currently registered with North Coast Asset Management, Inc.. North Coast Asset Management, Inc. is an investment advisor registered with the SEC and based in CA. They manage $15,334,194 in assets for 18 clients, including 5 high net worth individuals and 13 other individuals. Their services include portfolio management for individuals.

$15.33M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Bucheister’s Registration & Firm History

CA

05/08/2002 - Present

North Coast Asset Management, Inc. (WINDSOR CA)

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Licenses & Designations

IA

Issued 11/22/1999

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Ray Bucheister.
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