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WEST COAST FINANCIAL, LLC
SANTA BARBARA, CA
805-962-9131
SEC #801-19093Total AUM
$1.8B
Employees
42Clients
749Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1435 ANACAPA STREET
SANTA BARBARA
CA 93101
United States
SANTA BARBARA
CA 93101
United States
Operating Hours
M - TH 8:30 AM - 5:00 PM, F 8:30 AM - 3 PM
Monday - Friday
Monday - Friday
Phone
805-962-9131
Other Offices
3
Financials
Total AUM
$1.8B
Accounts
2,088Discretionary
$1.8B
Accounts
2,086Non-Discretionary
$5.7M
Accounts
2
Clients
Individual Clients
310AUM
$178.8M
HNW Individual Clients
413AUM
$1.6B
Pooled Vehicle Clients
5AUM
$41.7M
Pension/Profit Sharing Plan Clients
8AUM
$16.5M
Charitable Organization Clients
1AUM
$20.8M
Corporation or Business Clients
12AUM
$18.8M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIDILLAMAMNNCNHNVNYORTXWA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.