Falists
← Back to search

VENTURA COAST WEALTH MANAGEMENT

MICHIE, DOUGLAS CHARLES

CRD 154280

Visit website

1056 E. META STREET #103, VENTURA, CA, 93001-0001, United States

Phone

805-643-9300

Fax

805-258-7272

Registration

— (—)

Source

State registered

Total AUM

$7.0M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 20 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals17$3.2M

All web addresses on file

Official SEC filing: View on IAPD