PACIFIC COAST INVESTMENT ADVISORS, LLC - Financial Advisor in Oregon, West Linn

Tel: 503-968-2500 1914 Willamette Falls Dr. Suite 180 West Linn, Oregon 97068

About PACIFIC COAST INVESTMENT ADVISORS, LLC

PACIFIC COAST INVESTMENT ADVISORS, LLC is a West Linn, Oregon based financial advisory firm with nearly $113,868,878 in assets under management and provides investment advisory services for 332 clients. There are currently 1 financial advisors at the firm.

General Information

Firm CRD#:

137963

Firm SEC#:

801-131414

Assets Under Management:

$113,868,878

No. of Clients:

332

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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