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WEST COAST FINANCIAL, LLC

Tel: 805-962-9131
1435 Anacapa Street
Santa Barbara, California  93101

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WEST COAST FINANCIAL, LLC

WEST COAST FINANCIAL, LLC is a Santa Barbara, California based financial advisory firm with nearly $1,899,274,328 in assets under management and provides investment advisory services for 2039 clients. There are currently 41 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

104677

SEC#:

801-19093

No. of Clients:

2039

Assets under Management

$1,899,274,328

No. of Advisors:

41

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