AdvisorOS Directory
Claim Profile
AR

Aaron David Ritter

WEST COAST FINANCIAL, LLC·SANTA BARBARA, California
Unclaimed Profile
1525 STATE STREET, SANTA BARBARA, CA 93101CRD# 5175154Firm CRD# 104677
01

About

Aaron David Ritter is a registered financial advisor based in SANTA BARBARA, California, affiliated with WEST COAST FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WEST COAST FINANCIAL, LLC
WEST COAST FINANCIAL, LLC
AUM
$1.9B
Regulatory assets under management
Employees
41
Total firm employees
View all advisors at WEST COAST FINANCIAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5175154
Firm CRD# 104677
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA BARBARA?

Browse all registered financial advisors in SANTA BARBARA, California or claim this profile if it's yours.

Browse SANTA BARBARA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Aaron David Ritter offer?
Aaron David Ritter specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Aaron David Ritter's credentials?
Aaron David Ritter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron David Ritter located?
Aaron David Ritter is based in SANTA BARBARA, California, working with WEST COAST FINANCIAL, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Aaron David Ritter charge for services?
Aaron David Ritter's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST COAST FINANCIAL, LLC?
WEST COAST FINANCIAL, LLC has approximately 41 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SANTA BARBARA
Valeska Watters — NGEN MGT II, LLCPaula Marie Rezza — PARTNERVEST ADVISORY SERVICES LLCGodfrey Mutoro Bakuli — CONNOR CAPITAL SB, LLCMahtab R Khan — PARTNERVEST ADVISORY SERVICES LLCParry Steve — NGEN MGT II, 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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile