← Back to search
GOLD COAST SECURITIES, INC.
CRD 110925 · SEC 801-60090
275 E. HILLCREST DRIVE, SUITE 160-225, THOUSAND OAKS, CA, 91360, United States
Phone
805-496-3660
Fax
805-496-3880
Registration
— (—)
Source
State registered
Total AUM
$39.9M
Discretionary AUM
$5.8M
Team
1 total employees; 1 advisory reps; 60 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersMarket timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $6.0M |
| High net worth individuals | 20 | $33.9M |
Official SEC filing: View on IAPD