Gulf Coast Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 121554
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Gulf Coast Investment Management operates as a limited liability company, focusing primarily on portfolio management for individual clients and small businesses. The firm caters to a client base comprised of individuals and families, employing a fee structure based on a percentage of assets under management. While not classified as a capital allocator, Gulf Coast Investment Management actively engages in investment activities that align with the preferences of its clientele. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.
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
- Exchange Traded Equities85%
- Cash & Cash Equivalents15%
Contacts
1 of 1Alfred Johnson
President and Managing DirectorCRD 1203905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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