Frequently Asked Questions (FAQ) About
West Coast Financial LLC
- Where is West Coast Financial LLC Located
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1525 STATE STREET, SUITE 104, SANTA BARBARA, CA
- West Coast Financial LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: West Coast Financial LLC, while the legal name is: WEST COAST FINANCIAL, LLC
- West Coast Financial LLC: How many employees does the firm employ?
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West Coast Financial LLC has 32 employees, of which 22 are employees in advisory roles
- West Coast Financial LLC: How many clients does the firm serve?
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It serves 2 clients.
- West Coast Financial LLC: What are the top holdings of this firm?
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ISHARES TR CORE S&P SCP ETF INVESCO EXCHNG TRADED FD TR MASTERCARD INC Apple Inc INVESCO EXCHNG TRADED FD TR Berkshire Hathaway, Inc. AFLAC INC INTEL CORP CERNER CORP BECTON DICKINSON
- West Coast Financial LLC: What other investment firms are located in the vicinity?
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Curtis Advisory Group LLC Ariadne Wealth Management LP Pacific Wealth Strategies Group Inc Chronicle Advisors LLC TRINITY CAPITAL MANAGEMENT, LLC Bergquist WANG LLC Anodos Advisors LLC Omega Financial Group LLC Argos Global Advisors LLC Pensionmark Financial Group LLC