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).
Total Assets Under Management37MILLION
Total Number of Accounts1ACCOUNTS
Average Account Value$37,440,230
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
AZ, CA, CO, KY, LA, NY, TN, TX, UT, WA