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).
Current Firm Details
West Coast Asset Management,inc.
By the Numbers
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Total Assets Under Management37MILLION
-
Total Number of Accounts1ACCOUNTS
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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
Registered Investment Advisor
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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