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GOLD COAST ADVISORS, LLC
CRD 124217
130 SHORE ROAD, SUITE 235, PORT WASHINGTON, NY, 11050, United States
Phone
516-944-0081
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.2M
Discretionary AUM
$5.2M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $12.2M |
All web addresses on file
Official SEC filing: View on IAPD