West Coast Financial LLC
- Assets, Funds, Holdings
| West Coast Financial LLC
|
| CRD # | 104677 |
| SEC # | 801-19093 |
| CIK # | 0001511985 |
| AUM |
|
| Employees |
42 (64% Investors, 0% Brokers)
|
| Phone | 805-962-9131 |
| Address | 1435 Anacapa Street
Santa Barbara, CA 93101 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
310
|
178.8 |
| (b) Individuals (high net worth individuals) |
413
|
1,562.2 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
5 |
41.7 |
| (g) Pension and profit sharing plans |
8 |
16.5 |
| (h) Charitable organizations |
0 |
20.8 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
12 |
18.8 |
| (n) Other |
0 |
0.0 |
| Total |
2,088 |
1,838.8 |
| By Discretionary |
| Discretionary |
2,086 |
1,833.2 |
| Non-Discretionary |
2 |
5.7 |
| Total |
2,088 |
1,838.8 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,838.8 |
| Total |
2,088 |
1,838.8 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $0.1B |
| Clients | 8 |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
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