Gulfcoast Financial Services, Inc.

RIAState Registered

Total AUM

$76.9M

Discretionary

$76.9M

100% of AUM

Avg account

$193K

Accounts

398

Employees

Advisory reps

Firm details

Headquarters: Lake City, Florida
CRD number: 137201
Website: www.gulfcoastfinancial.net
Custodians: CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals75.21%
HNWI24.79%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Gulfcoast Financial Services, Inc. is an independent, corporate-structured registered investment adviser that serves individual and family clients. The firm acts as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals, small businesses and institutions, the selection of third-party advisers, and client education through seminars and workshops. Its fee arrangements are flexible: it charges asset-based fees as well as hourly and fixed fees, and it can use performance-based fee structures. Gulfcoast does not identify as an active ESG investor and is not registered as a multi-state adviser. The firm lists an accounting professional among its industry affiliations.