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GOLD COAST WEALTH MANAGEMENT, LLC

Tel: 516-274-9870
575 Jericho Turnpike
Suite 307
Jericho, New York  11753

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GOLD COAST WEALTH MANAGEMENT, LLC

GOLD COAST WEALTH MANAGEMENT, LLC is a Jericho, New York based financial advisory firm with nearly $386,255,993 in assets under management and provides investment advisory services for 224 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

156338

SEC#:

801-72197

No. of Clients:

224

Assets under Management

$386,255,993

No. of Advisors:

3

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