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PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963 · SEC 801-131414
1914 WILLAMETTE FALLS DR., SUITE 180, WEST LINN, OR, 97068, United States
Phone
503-968-2500
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.2M
Discretionary AUM
$122.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $99.8M |
| High net worth individuals | 30 | $22.3M |
| Corporations/business entities | 3 | $114K |
States served
OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD