Gold Coast Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 318822
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gold Coast Capital Management, LLC operates as an independent registered investment advisor, primarily serving individual and family clients. The firm focuses on providing financial planning services and portfolio management tailored to the needs of individuals and small businesses. With a straightforward fee structure based on a percentage of assets under management and fixed fees, Gold Coast Capital Management emphasizes a client-centric approach in its advisory activities. The firm does not engage in capital allocation or act as a pension consultant, and it is not affiliated with any other advisory firms.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities30%
Contacts
1 of 1Dragan Filipovic
Managing Member, Investment AdvisorCRD 7497447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
LEL Investment LLC
RIALong Island City, NY