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Kristen Elizabeth Koch

WEST COAST FINANCIAL, LLC·SANTA BARBARA, California
Unclaimed Profile
1435 ANACAPA STREET, SANTA BARBARA, CA 93101CRD# 4535056Firm CRD# 104677
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About

Kristen Elizabeth Koch 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.

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Focus Areas

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

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4535056
Firm CRD# 104677
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristen Elizabeth Koch offer?
Kristen Elizabeth Koch specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Kristen Elizabeth Koch's credentials?
Kristen Elizabeth Koch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristen Elizabeth Koch located?
Kristen Elizabeth Koch 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 Kristen Elizabeth Koch charge for services?
Kristen Elizabeth Koch'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.
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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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