Gold Coast Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318822
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.57%
- Individuals21.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gold Coast Capital Management, LLC is an independently owned RIA organized as a limited liability company that serves individual and family clients, and small business owners. The firm’s advisory services center on financial planning and ongoing portfolio management for individuals and small businesses. Its fee arrangements include both percentage-of-AUM and fixed-fee structures. The adviser does not position itself as a capital allocator or pension consultant, and it is not identified as an active ESG investor or a multi-state adviser in the source data. Ownership is listed as individual, and the firm is not newly formed.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities30%
Contacts
1 of 1Dragan Filipovic
Managing Member, Investment AdvisorCRD 7497447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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