West Coast Capital Management, LLC

West Coast Capital Management, LLC (CRD# 141981) is a financial advisory firm headquartered in , . They manage $10,000,000 in 100 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $100,000
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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, OR

Financial Advisors at West Coast Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew D. Brown
CRD#: 6012126
1681 Nightgale, Gilbert, AZ 85298
90
Wealthminder
score

Andrew Brown (CRD# 6012126) is an Investment Advisor Representative working at West Coast Capital Management, LLC in Gilbert, AZ and has over 5 years of experience in the finance industry.

2
Gregory R. Brown
CRD#: 2233684
Mesa, AZ
33
Wealthminder
score

Gregory Brown (CRD# 2233684) is an Investment Advisor Representative working at West Coast Capital Management, LLC in Mesa, AZ and has over 21 years of experience in the finance industry.

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