West Coast Capital Management, LLC

West Coast Capital Management, LLC (CRD# 141981) is a financial advisory firm headquartered in Gilbert, AZ. They manage $13,763,157 in 112 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1176 E Warner Rd, Suite 218, Gilbert, AZ 85296
http://www.westcoastcapitalmanagement.com/
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $122,885
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR

Financial Advisors at West Coast Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Brown, financial advisor Gilbert AZ
Andrew D. Brown
CRD#: 6012126
1176 E Warner Rd Suite 218, Gilbert, AZ 85296

Andrew Brown (CRD# 6012126) is an Investment Advisor Representative working at West Coast Capital Management, LLC in Gilbert, AZ and has over 12 years of experience in the finance industry.

2
Gregory Brown, financial advisor Gilbert AZ
Gregory R. Brown
CRD#: 2233684
1176 E Warner Rd, Suite 218, Gilbert, AZ 85296

Gregory Brown (CRD# 2233684) is an Investment Advisor Representative working at West Coast Capital Management, LLC in Gilbert, AZ and has over 28 years of experience in the finance industry.

3
Andreas Hoefer, financial advisor Gilbert AZ
Andreas Hoefer
CRD#: 7406460
1176 E Warner Rd, Suite 218, Gilbert, AZ 85296

Andreas Hoefer (CRD# 7406460) is an Investment Advisor Representative working at West Coast Capital Management, LLC in Gilbert, AZ and has over 3 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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