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PRACTICECFO INVESTMENTS
SILVER COAST INVESTMENTS LLC
CRD 167771 · SEC 801-120024
13400 SABRE SPRINGS PARKWAY, SUITE 255, SAN DIEGO, CA, 92128, United States
Phone
800-675-2712
Fax
858-477-8101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$401.6M
Discretionary AUM
$401.6M
Team
32 total employees; 12 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $13.3M |
| High net worth individuals | 126 | $156.1M |
| Pension/profit sharing plans | 209 | $223.3M |
States served
AK, CA, NV, NY, NC, OR, PA, UT, WA, TX
All web addresses on file
- https://www.linkedin.com/showcase/associates-on-fire
- https://www.facebook.com/PracticeCFO
- https://www.youtube.com/channel/UCikl6KeUyegjNwZwCh9XFIA/videos
- https://www.practicecfo.com/
- https://www.instagram.com/PracticeCFO
- https://www.linkedin.com/company/practicecfo
- https://www.facebook.com/associatesonfire/
- https://www.instagram.com/associatesonfire/
- https://associatesonfire.com/
Official SEC filing: View on IAPD