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GULF COAST FINANCIAL ADVISORS
GULF COAST FINANCIAL ADVISORS LLC
CRD 329092
561 FAIRHOPE AVE, SUITE 202B, FAIRHOPE, AL, 36532, United States
Phone
251-327-2124
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.4M
Discretionary AUM
$29.3M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $6.6M |
| High net worth individuals | 21 | $22.1M |
| Pension/profit sharing plans | 54 | $3.7M |
All web addresses on file
Official SEC filing: View on IAPD