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Financial Advisor
New York
Jericho
GOLD COAST WEALTH MANAGEMENT, LLC

GOLD COAST WEALTH MANAGEMENT, LLC

Tel: 516-274-9870 575 Jericho Turnpike Suite 307 Jericho, New York 11753

About GOLD COAST WEALTH MANAGEMENT, LLC

GOLD COAST WEALTH MANAGEMENT, LLC is a Jericho, New York based financial advisory firm with nearly $386,255,993 in assets under management and provides investment advisory services for 224 clients. There are currently 3 financial advisors at the firm.

General Information
Firm CRD#:

156338

Firm SEC#:

801-72197

Assets Under Management:

$386,255,993

No. of Clients:

224

No. of Advisors:

3

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

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