CRD: 137201
Gulfcoast Financial Services, Inc.
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- Custodian
- Axos ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- FrontierMomentum
- Established Date
- 01-02-2006
- Office Locations
- 1
Office Locations
About Gulfcoast Financial Services, Inc.
GulfCoast Financial Services is a local, family-owned, independent firm (three generations, serving clients for 30+ years) providing comprehensive planning for individuals and families. Services include tax planning/prep, retirement income and Social Security planning, wealth management and preservation, plus insurance, long-term care and Medicare strategies. Portfolios commonly use mutual funds and ETFs, with Schwab among custodial relationships.
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Owner & Executives
JOHN GERSON KUYKENDALL
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2424869
- Ownership
- 50% but less than 75%
SHANNON BRENT KUYKENDALL
President
- CRD
- #3262964
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,854,209 | $86,696 |
| Non-Discretionary | $0 | -- |
| Total | $76,854,209 | $86,696 |
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Separately Managed Accounts
Total SMA Asset: $76,854,209
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,349,260,277 | 41.6% |
| Cash | $1,015,188,622 | 31.3% |
| Equity - Exchange | $878,965,229 | 27.1% |
| Total | $3,243,414,128 | 100.0% |