West Coast Financial LLC

West Coast Financial LLC, a California Limited Liability Company, has been providing financial advisory services since its registration with the SEC on June 17, 1983. With a team of 32 employees, including 22 in advisory roles, the firm currently serves 2 clients, and has been approved by the SEC as of its last reported status.

• BRIAN DENNIS LLOYD

  CLASS B & C MEMBER owns more than 25% but less than 50%

• BSD PARTNERS, LP

  CLASS A MEMBER owns more than 25% but less than 50%

• CLAYTON THOMAS MURDY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DAVID CHARLES GORE

  CLASS B & C MEMBER owns more than 5% but less than 10%

• EUEGENE DAVID YOSSEM

  CLASS B MEMBER owns more than 10% but less than 25%

• JENNIFER ELAINE SHINN

  DIRECTOR OF OPERATIONS owns less than 5%

• STEVEN A WEINTRAUB

  MANAGING MEMBER, CLASS B & C MEMBER owns more than 25% but less than 50%

• EUEGENE DAVID YOSSEM

  PARTNER owns more than 50% but less than 75%

• STEVEN A WEINTRAUB

  PARTNER owns more than 50% but less than 75%

• MILLENIUM TRUST COMPANY
  United States

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• Anodos Advisors LLC
• Daniel Investment Associates LLC

• West Coast Financial LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Investment Analysis: West Coast Financial LLC Q3 2022 vs. Q4 2022 Holdings Comparison

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