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Building 2GOLD COAST SECURITIES, INC.

Map pinTHOUSAND OAKS, CA
Phone805-496-3660
NotebookSEC #801-60090
Total AUM
$31.1M
Employees
29
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
275 E. HILLCREST DRIVE, SUITE 225
THOUSAND OAKS
CA 91360
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
805-496-3660

ReceiptFinancials

Total AUM
$31.1M
Accounts
171
Discretionary
$18.9M
Accounts
135
Non-Discretionary
$12.2M
Accounts
36

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
TX

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

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