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David Ellison Smith

COAST ASSET MANAGEMENT, LLC·LOS ANGELES, California
Unclaimed Profile
11150 SANTA MONICA BLVD., LOS ANGELES, CA 90025CRD# 1671223Firm CRD# 108484
01

About

David Ellison Smith is a registered financial advisor based in LOS ANGELES, California, affiliated with COAST ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
COAST ASSET MANAGEMENT, LLC
COAST ASSET MANAGEMENT, LLC
AUM
$3.4B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at COAST ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1671223
Firm CRD# 108484
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Ellison Smith offer?
David Ellison Smith specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are David Ellison Smith's credentials?
David Ellison Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Ellison Smith located?
David Ellison Smith is based in LOS ANGELES, California, working with COAST ASSET MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does David Ellison Smith charge for services?
David Ellison Smith's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COAST ASSET MANAGEMENT, LLC?
COAST ASSET MANAGEMENT, LLC has approximately 10 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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