G
CRD: 124217
Gold Coast Advisors, LLC
Port Washington, NY, 11050
5169440081
$12.2M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
2 Employees
10 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2002
- Office Locations
- 1
Office Locations
130 Shore Road, Suite 235 Port Washington NY
About Gold Coast Advisors, LLC
Gold Coast Advisors, LLC is a Port Washington-based RIA. The firm has been operating for 23 years. Managing $12.2M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley. Services offered include Financial Planning, Portfolio Construction.
Team overview
-- AVG AGE
$12.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
23.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Element
Client Personas
Crest pathway
Investment Vehicles
Value quantum
Services
Vital momentum Bridge vertex
Owner & Executives
S
STEVEN SCOTT COHEN
Advisor, PRINCIPAL
- CRD
- #1299572
- Ownership
- 75% or more
(926) 708-6545
eagle.glacier@oakcapital.com
in linkedin.com/in/alpha-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,164,000 | -- |
| Non-Discretionary | $6,998,000 | -- |
| Total | $12,162,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,162,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,784,289,303 | 100.0% |
| Total | $1,784,289,303 | 100.0% |