Unclaimed Profile

David Ellison Smith

COAST ASSET MANAGEMENT, LLC·LOS ANGELES, California

Clean recordCOAST ASSET MANAGEMENT, LLC

11150 SANTA MONICA BLVD., LOS ANGELES, CA 90025CRD# 1671223Firm CRD# 108484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Ellison Smith · LOS ANGELES, CA

Registration

CRD #1671223 · COAST ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COAST ASSET MANAGEMENT, LLC

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COAST ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1671223

Firm CRD# 108484

View on FINRA BrokerCheck →

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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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