CRD: 141981
West Coast Capital Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-29-2006
- Office Locations
- 1
Office Locations
About West Coast Capital Management, LLC
West Coast Capital Management, LLC is an Arizona RIA serving retail investors with portfolio management and financial/retirement planning. The firm emphasizes defensive, dynamic and tactical strategies designed to participate in bull markets while seeking to protect capital in market corrections, leveraging third-party money managers. Portfolios are largely ETF-based, and the firm custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY RUSSELL BROWN
Chief Compliance Officer, Managing Member, Retirement Planning Specialist
- CRD
- #2233684
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
ANDREW DAVID BROWN
Retirement Advisor
- CRD
- #6012126
Andreas Hoefer
Founder
- CRD
- #7406460
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,038,069 | -- |
| Non-Discretionary | $2,983,282 | -- |
| Total | $21,021,351 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing