Gulf Coast Investment Management

RIASEC Registered
Total AUM
$22.7M
Discretionary
$22.7M
100% of AUM
Avg account
$907K
Accounts
25
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
121554
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 15%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents15%

Contacts

1 of 1
  • Alfred Johnson

    President and Managing DirectorCRD 1203905

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth