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THIRD COAST SECURITIES LLC
CRD 307965
12935 S WEST BAY SHORE DR, SUITE 145, TRAVERSE CITY, MI, 49684, United States
Phone
231-421-1064
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.4M
Discretionary AUM
$1.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $2.5M |
| High net worth individuals | 4 | $2.9M |
Official SEC filing: View on IAPD