Home  >  BrightScope Advisor Pages  >  Gold Coast Securities, Inc.

help text

Gold Coast Securities, Inc.

Gold Coast Securities, Inc. is a broker-dealer with 46 financial professionals registered nationwide. The firm's primary clients are Individuals, High Net Worth Individuals and Pension and Profit Sharing Plans.

Advisors (46)

help text
Name Start Date
Amber Kaleilehua Carter Oct 2009
Anna Yon Byun Mar 2006
Bryan Abram Freit Aug 2008
Charles Michael Long Apr 2007
Christian Ilkyung Choi Aug 2008
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

help text
$31.1M
Total Assets
171
Accounts
$182.0K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

help text
ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

help text
Name Title Tenure Date
Tae Pom Ho Ceo/Cfo/Clo/Chief Compliance Officer/Director 01/01/2001
Christopher Anthony Lamia Shareholder 01/01/2001
Sally Yip Tamano Svp, COO, Director 11/01/2002

Affiliated Investment Advisors and Broker Dealers

help text

No firm affiliates listed.

Principal Office & Place of Business

help text

Principal Office

Address:
275 E. Hillcrest Drive, Suite 225
Thousand Oaks , CA 91360
Phone Number: 805-496-3660
Other Offices Address City State Zip
18757 Burbank Blvd. Tarzana CA 91356
2356 Gold Meadow Way Gold River CA 95670
3959 Foothill Blvd. Glendale CA 91214
3055 Wilshire Blvd. Los Angeles CA 90010
31255 Cedar Valley Drive Westlake Village CA 91362

Firm Compensation Arrangements

help text

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions