CRD: 326997
South Coast Planning & Wealth Management
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- Custodian
- Bank OF America · Charles Schwab & Company · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-04-2023
- Office Locations
- 1
Office Locations
About South Coast Planning & Wealth Management
South Coast Planning & Wealth Management is an independent, fee-only fiduciary RIA providing comprehensive financial planning and investment management for individuals and families, including retirement, cash flow/budgeting, risk, and estate planning. Based in Massachusetts and serving clients in MA/RI and nationwide. Founded by Daniel Pinheiro, who holds both the CFA and CFP designations, and the firm has been quoted in outlets including Yahoo Finance and ThinkAdvisor.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Daniel Silva Pinheiro
Chief Compliance Officer, Founder
- CRD
- #7331744
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,327,665 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,327,665 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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