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WEST COAST ASSET MANAGEMENT,INC.
WEST COAST ASSET MANAGEMENT,INC.
MONTECITO, California
·
3 registered advisors
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CRD# 111982
SEC# 801-58232
805-653-5333
01
Firm Overview
AUM
$8M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at WEST COAST ASSET MANAGEMENT,INC.
3 registered advisors
Andrew Boulton Firestone
MONTECITO, California
CRD# 2892527
Jacques Edward Soiret
MONTECITO, California
CRD# 4379278
Lori Diane Gillem
MONTECITO, California
CRD# 2752332
05
Office Locations
MONTECITO, California
3 advisors
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Data sourced from SEC Form ADV filings. WEST COAST ASSET MANAGEMENT,INC. (CRD# 111982) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.