Grand Coast Capital Group, LLC

Grand Coast Capital Group, LLC (CRD# 168870) is a financial advisory firm headquartered in Quincy, MA. They manage $98,067,008 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1515 Hancock Street, Ste 404, Quincy, MA 02169
http://www.grandcoastcapital.com
By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $49,033,504
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA

Financial Advisors at Grand Coast Capital Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Carter, financial advisor Quincy MA
Jeffrey B. Carter
CRD#: 6244474
1515 Hancock Street, Ste 404, Quincy, MA 02169
90
Wealthminder
score

Jeffrey Carter (CRD# 6244474) is an Investment Advisor Representative working at Grand Coast Capital Group, LLC in Quincy, MA and has over 4 years of experience in the finance industry.

2
Paul Shively, financial advisor Quincy MA
Paul T. Shively
CRD#: 6266549
1515 Hancock Street, Ste 404, Quincy, MA 02169
90
Wealthminder
score

Paul Shively (CRD# 6266549) is an Investment Advisor Representative working at Grand Coast Capital Group, LLC in Quincy, MA and has over 4 years of experience in the finance industry.

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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.

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