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Lori Diane Gillem

WEST COAST ASSET MANAGEMENT,INC.·MONTECITO, California
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1205 COAST VILLAGE ROAD, MONTECITO, CA 93108CRD# 2752332Firm CRD# 111982
01

About

Lori Diane Gillem is a registered financial advisor based in MONTECITO, California, affiliated with WEST COAST ASSET MANAGEMENT,INC.. 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
WEST COAST ASSET MANAGEMENT,INC.
WEST COAST ASSET MANAGEMENT,INC.
AUM
$8M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEST COAST ASSET MANAGEMENT,INC. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2752332
Firm CRD# 111982
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lori Diane Gillem offer?
Lori Diane Gillem specializes in Retirement Planning. Contact their office in MONTECITO, California for a consultation.
What are Lori Diane Gillem's credentials?
Lori Diane Gillem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Diane Gillem located?
Lori Diane Gillem is based in MONTECITO, California, working with WEST COAST ASSET MANAGEMENT,INC.. Their office serves clients in the MONTECITO metropolitan area and surrounding communities.
How does Lori Diane Gillem charge for services?
Lori Diane Gillem'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 WEST COAST ASSET MANAGEMENT,INC.?
WEST COAST ASSET MANAGEMENT,INC. has approximately 4 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jon Alastair Ylvisaker — YIELD CAPITAL PARTNERS LLCKevin Charles Root — OAK ROOT LLCAndrew Boulton Firestone — WEST COAST ASSET MANAGEMENT,INC.Jacques Edward Soiret — WEST COAST ASSET MANAGEMENT,INC.Jesse Jon Redmond — EVOLVED ALPHA, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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