Be advised. This firm is no longer registered.

West Coast Asset Management,inc.

West Coast Asset Management,inc. (CRD# 111982) is a financial advisory firm headquartered in Montecito, CA. They manage $37,440,230 in 1 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $37,440,230
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
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.

AZ, CA, CO, KY, LA, NY, TN, TX, UT, WA

Financial Advisors at West Coast Asset Management,inc.
No Advisor Found.
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