GOLD COAST WEALTH MANAGEMENT, LLC

575 Jericho Turnpike
Suite 307
Jericho, New York 11753
Tel: 516-274-9870

About GOLD COAST WEALTH MANAGEMENT, LLC

GOLD COAST WEALTH MANAGEMENT, LLC, formally registered with the SEC as GOLD COAST WEALTH MANAGEMENT, LLC. The firm was established in 03/22/2011. They have over 3 offices throughout the country.

GOLD COAST WEALTH MANAGEMENT, LLC is a Jericho, New York based Financial Planning firm with nearly $386,255,993 assets under management, offering retirement planning & investment advisory services to 224 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156338
SEC#	801-72197
Assets Managed by Firm	$386,255,993
No. of Clients	224
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	224	$386,255,993
Individuals (other than high net worth individuals)	67	$27,534,552
High net worth individuals	52	$263,206,799
Pension and profit sharing plans	1	$3,882,148

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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