Investment adviser · CRD 137201

GULFCOAST FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

LAKE CITY, FL, United States · Form ADV filed Jun 21, 2012

Regulatory AUM
$42M
Form ADV · Item 5.F
Client accounts
485
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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: Jun 21, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

248 N. MARION AVENUE, SUITE 101
LAKE CITY, FL, 32055, United States

CRD 137201

Filing source

Form ADV 654544 · Jun 21, 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.