GOLD COAST SECURITIES, INC.

GOLD COAST SECURITIES, INC. of THOUSAND OAKS, CA is an SEC-registered investment adviser (CRD 110925). Regulatory assets under management: $39.9M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 110925
• SEC file number: 801-60090
• Type: Registered investment adviser
• Location: 275 E. HILLCREST DRIVE, SUITE 160-225, THOUSAND OAKS, CA, 91360
• Phone: 805-496-3660
• Latest filing: 2026-03-31
• Regulatory AUM: $39.9M
• Discretionary AUM: $5.8M
• Non-discretionary AUM: $34.1M
• Clients: 1
• Accounts: 52

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 110925 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search