L
CRD: 317112
Left Coast Investment Strategies LLC
$8.4M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2021
- Office Locations
- 1
Office Locations
-- Seattle WA
About Left Coast Investment Strategies LLC
Left Coast Investment Strategies LLC is a Seattle-based RIA. The firm has been operating for 4 years. Managing $8.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Financial Planning, Insurance, Tax Planning.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Pathway Unison fusion
Client Personas
Legacy vertex
Investment Themes
Optima Capital Peak alpha
Investment Vehicles
Capital
Services
Crest Signal Pioneer crest
Owner & Executives
M
Marius Andrew Grigoriu
Chief Compliance Officer, Founder, Managing Member
- CRD
- #7448718
- Ownership
- 75% or more
(351) 697-6738
oak.momentum@oakcapital.com
in linkedin.com/in/bridge-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,374,923 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,374,923 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,374,923
Equity - Exchange:
30.4% Public Funds:
23.9% Cash:
45.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $810,788,274 | 30.4% |
| Public Funds | $637,428,939 | 23.9% |
| Cash | $1,218,849,478 | 45.7% |
| Total | $2,667,066,691 | 100.0% |