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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-31-2001
- Office Locations
- 1
Office Locations
About Gold Coast Securities, Inc.
Gold Coast Securities, Inc. is a dual-registered broker-dealer and investment adviser operating through locally owned offices. The firm supports investors and investment professionals with advisory services, investments, and insurance, emphasizing goal- and risk-based planning for investment and retirement objectives. Strategies commonly incorporate diversified, product-based solutions such as ETFs and mutual funds, with Pershing listed as custodian/clearing.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
TAE POM HO
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, CLO, DIRECTOR, Vice President
- CRD
- #2857540
- Ownership
- 75% or more
SALLY YIP TAMANO
Chief Operating Officer, DIRECTOR, Senior Vice President, Vice President
- CRD
- #1993133
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,791,323 | $139,999 |
| Non-Discretionary | $34,110,710 | $339,408 |
| Total | $39,902,033 | $181,980 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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