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Building 2WEST COAST ASSET MANAGEMENT,INC.

Map pinMONTECITO, CA
Phone805-653-5333
NotebookSEC #801-58232
Total AUM
$7.8M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1205 COAST VILLAGE ROAD
MONTECITO
CA 93108
United States
Operating Hours
7:30-4:30
Monday - Friday
Phone
805-653-5333

ReceiptFinancials

Total AUM
$7.8M
Accounts
1
Discretionary
$7.8M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOKYLANYTNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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