Gold Coast Capital Management, LLC

RIASEC Registered
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$368K
Accounts
19
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 70%, Exchange Traded Equities 30%70%
  • Public Funds/Mutual Funds70%
  • Exchange Traded Equities30%

Contacts

1 of 1
  • Dragan Filipovic

    Managing Member, Investment AdvisorCRD 7497447

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth