Pacific Coast Capital, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
304602
Registered since
April 10, 2020

Firm profile

FINTRX

Overview

Pacific Coast Capital, LLC is an SEC-registered limited liability company that first registered with the SEC in 2020. FINTRX classifies the business as unclassified and lists ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, active ESG investor, pension consultant, related adviser, or a multi-state adviser according to the FINTRX profile. The FINTRX entry provides minimal detail on business lines, advisory activities, client segments, or fee arrangements, so the public profile does not indicate whether the firm focuses on discretionary wealth management, financial planning, or another advisory model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Carl Pinkard

    Carl Pinkard

    PartnerCRD 4596300

  • Andrew White

    Andrew White

    Registered RepresentativeCRD 7271634

  • Brian Andreosky

    Brian Andreosky

    Business AdvisorCRD 4663919

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
5665 Meadows Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth