WEST COAST FINANCIAL, LLC

1435 Anacapa Street
Santa Barbara, California 93101
Tel: 805-962-9131

About WEST COAST FINANCIAL, LLC

WEST COAST FINANCIAL, LLC, formally registered with the SEC as WEST COAST FINANCIAL, LLC. The firm was established in 06/17/1983. They have over 4 offices throughout the country.

WEST COAST FINANCIAL, LLC is a Santa Barbara, California based Financial Planning firm with nearly $1,899,274,328 assets under management, offering retirement planning & investment advisory services to 2039 clients. The firm is staffed with 41 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104677
SEC#	801-19093
Assets Managed by Firm	$1,899,274,328
No. of Clients	2039
No. of Advisors	41

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	2039	$1,899,274,328
Individuals (other than high net worth individuals)	334	$184,608,627
High net worth individuals	373	$1,398,736,872
Pension and profit sharing plans	8	$13,868,835
Charitable organizations	Fewer than 5 clients	$242,004,762
Corporations or other businesses	10	$14,720,414

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