CRD: 121554
Gulf Coast Investment Management
$22.7M Total AUM
$22.7M Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
19 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-20-2006
- Office Locations
- 1
Office Locations
-- Fort Myers FL
About Gulf Coast Investment Management
Gulf Coast Investment Management is a Fort Myers-based RIA. The firm has been operating for 19 years. Managing $22.7M in total assets under management, with 1 advisory representatives.
Team overview
76 AVG AGE
$22.7M AVG AUM / ADVISOR
$906.8K AVG AUM / CLIENT
0.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Owner & Executives
A
ALFRED KEITH JOHNSON
SR. MANAGING DIRECTOR
- CRD
- #1203905
- Ownership
- 25% but less than 50%
(497) 855-3632
horizon.harbor@zenithcapital.com
in linkedin.com/in/vector-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,670,489 | $757,043 |
| Non-Discretionary | $0 | -- |
| Total | $22,670,489 | $757,043 |
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Separately Managed Accounts
Total SMA Asset: $22,670,489
Equity - Exchange:
49.7% Cash:
50.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,394,699,141 | 49.7% |
| Cash | $1,411,536,555 | 50.3% |
| Total | $2,806,235,696 | 100.0% |