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Sally Yip Tamano

GOLD COAST SECURITIES, INC.·THOUSAND OAKS, California
Unclaimed Profile
275 E. HILLCREST DRIVE, SUITE 225, THOUSAND OAKS, CA 91360CRD# 1993133Firm CRD# 110925
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About

Sally Yip Tamano is a registered financial advisor based in THOUSAND OAKS, California, affiliated with GOLD COAST SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
GOLD COAST SECURITIES, INC.
GOLD COAST SECURITIES, INC.
AUM
$31M
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at GOLD COAST SECURITIES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other advisory services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1993133
Firm CRD# 110925
3 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sally Yip Tamano offer?
Sally Yip Tamano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in THOUSAND OAKS, California for a consultation.
What are Sally Yip Tamano's credentials?
Sally Yip Tamano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sally Yip Tamano located?
Sally Yip Tamano is based in THOUSAND OAKS, California, working with GOLD COAST SECURITIES, INC.. Their office serves clients in the THOUSAND OAKS metropolitan area and surrounding communities.
How does Sally Yip Tamano charge for services?
Sally Yip Tamano's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLD COAST SECURITIES, INC.?
GOLD COAST SECURITIES, INC. has approximately 29 employees and manages $31M 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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