Investment adviser · CRD 110925
GOLD COAST SECURITIES, INC.
Investment adviser filing (IA)
THOUSAND OAKS, CA, United States · Form ADV filed Dec 5, 2012
- Regulatory AUM
- $31.1M Form ADV · Item 5.F
- Client accounts
- 171 Accounts, not individual clients
- Employees
- 29 Reported in this filing
- Advisory professionals
- 29 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 5, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Market timing · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
275 E. HILLCREST DRIVE, SUITE 225THOUSAND OAKS, CA, 91360, United States
CRD 110925
Filing source
Form ADV 684272 · Dec 5, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.