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 a limited liability company that registered with the SEC in 2020. Ownership is listed as a combination of a domestic entity and an individual. The firm's adviser classification is recorded as unclassified. Available regulatory snapshot entries indicate the firm does not operate as a capital allocator and is not flagged as an active ESG investor. It also is not identified as a multi-state adviser, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 4
  • Carl Pinkard

    Carl Pinkard

    PartnerCRD 4596300

  • Andrew White

    Andrew White

    Registered RepresentativeCRD 7271634

  • Brian Andreosky

    Brian Andreosky

    Business AdvisorCRD 4663919

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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