Ventura Coast Wealth Management

Ventura Coast Wealth Management (CRD# 154280) is a financial advisory firm headquartered in Ventura, CA. They manage $7,000,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1056 E. Meta Street #103, Ventura, CA 93001
http://www.venturacoastwm.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $155,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Ventura Coast Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Douglas Michie, financial advisor Ventura CA
Douglas C. Michie
CRD#: 4792088
1056 E. Meta Street #103, Ventura, CA 93001

Douglas Michie (CRD# 4792088) is an Investment Advisor Representative working at Ventura Coast Wealth Management in Ventura, CA and has over 18 years of experience in the finance industry.

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.

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