Gold Coast Securities, Inc.

Gold Coast Securities, Inc. (CRD# 110925) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $29,723,286 in 47 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
275 E. Hillcrest Drive, Suite 225, Thousand Oaks, CA 91360
https://www.gcsec.com
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $632,410
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, OH, TX

Financial Advisors at Gold Coast Securities, Inc.
No Advisor Found.
PREV ... 1 2 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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