Ventura Coast Wealth Management
Ventura Coast Wealth Management (CRD# 154280) is a financial advisory firm headquartered in Ventura, CA. They manage $4,500,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$112,500
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Douglas Michie (CRD# 4792088) is an Investment Advisor Representative working at Ventura Coast Wealth Management in Ventura, CA and has over 12 years of experience in the finance industry. Douglas Michie has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.