PACIFIC COAST CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
LAKE OSWEGO, Oregon
CRD number
304602
Registered since
April 10, 2020

Firm profile

FINTRX

Overview

Pacific Coast Capital, LLC is structured as a limited liability company and has been SEC-registered as an investment adviser since 2020. Available records identify its owner type as a mix of a domestic entity and an individual and classify the firm as "unclassified." The firm has not provided public detail on its client segments, fee schedules, advisory services, or core business activities. The snapshot data flags several negative attributes rather than active specializations: the firm is not listed as an active ESG investor, not a capital allocator, not a multi-state adviser, and it is not identified as a pension consultant or related adviser.

Assets & Accounts

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

Contacts

3 of 4
  • CARL PINKARD

    PartnerCRD 4596300

  • Andrew White

    Registered RepresentativeCRD 7271634

  • BRIAN ANDREOSKY

    Business AdvisorCRD 4663919

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAKE OSWEGO, OR

CLACKAMAS

Location

LAKE OSWEGO, OR

Headquartered in LAKE OSWEGO, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
CLACKAMAS
Address
5665 Meadows Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth