West Coast Financial, LLC

West Coast Financial, LLC (CRD# 104677) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $1,899,274,328 in 2,039 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
1435 Anacapa Street, Santa Barbara, CA 93101
https://www.wcfinc.com
By the Numbers
  • Total Assets Under Management
    1,899
    MILLION
  • Total Number of Accounts
    2,039
    ACCOUNTS
  • Average Account Value
    $931,473
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, ID, IL, LA, MA, MN, NC, NH, NV, NY, OR, TX, WA

Financial Advisors at West Coast Financial, LLC
Showing 21 - 23 of 23 top financial advisors.
21
Kyle Lantow, financial advisor Santa Barbara CA
Kyle B. Lantow
CRD#: 7538269
1435 Anacapa Street, Santa Barbara, CA 93101

Kyle Lantow (CRD# 7538269) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

22
Andrew Paulsen, financial advisor Santa Barbara CA
Andrew V. Paulsen
CRD#: 7696809
1435 Anacapa Street, Santa Barbara, CA 93101

Andrew Paulsen (CRD# 7696809) is an Investment Advisor Representative working at West Coast Financial, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

23
Ryan Reiff, financial advisor Avila Beach CA
Ryan S. Reiff
CRD#: 7509842
6621 Bay Laurel Place, Avila Beach, CA 93424

Ryan Reiff (CRD# 7509842) is an Investment Advisor Representative working at West Coast Financial, LLC in Avila Beach, CA and has over 2 years of experience in the finance industry.

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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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