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

• Ariadne Wealth Management LP
• Anodos Advisors LLC
• Curtis Advisory Group LLC
• Castle Wealth Planning LLC
• Argos Global Advisors LLC
• Avalan LLC
• Arlington Financial Advisors LLC
• Pensionmark Financial Group LLC
• Mission Wealth Management LP
• Chronicle Advisors LLC

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

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