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
Gold Coast Securities, Inc.
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts47ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, ID, OH, TX
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.