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Building 2GOLD COAST WEALTH MANAGEMENT, LLC

Map pinJERICHO, NY
Phone516-274-9870
NotebookSEC #801-72197
Total AUM
$413.8M
Employees
3
Clients
157

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
575 JERICHO TURNPIKE
SUITE 307
JERICHO
NY 11753
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
516-274-9870
Other Offices
2

ReceiptFinancials

Total AUM
$413.8M
Accounts
324
Discretionary
$407.3M
Accounts
321
Non-Discretionary
$6.5M
Accounts
3

ContactClients

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Individual Clients
89
AUM
$16.5M
HNW Individual Clients
65
AUM
$332.6M
Pooled Vehicle Clients
2
AUM
$59.3M
Pension/Profit Sharing Plan Clients
1
AUM
$5.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLKYNJNYTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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