AH
Andreas Hoefer
WEST COAST CAPITAL MANAGEMENT
Gilbert, AZ 85296
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CRD#: 7406460
AH
Professional summary
Andreas Hoefer is a registered financial advisor currently at WEST COAST CAPITAL MANAGEMENT, LLC located in Gilbert, Arizona.
Andreas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Andreas has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am a licensed life and health producer that receives commission payments directly from the insurance carrier upon the sale of their insurance product. The business is investment-related and proceeds from insurance product sales are handled by TrueNorth Retirement Planning, LLC, which I am the owner since 07/2021. For TrueNorth Retirement Planning, LLC, I dedicate 00 hours per week on the activity and 00 hours are dedicated during securities trading hours. There are no responsibilities, as the entity is solely for tax purposes and receiving insurance product sales proceeds.
CRS (Client Relationship Summary) - RIA
Click below to view Andreas Hoefer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 2, 2021 - Present
WEST COAST CAPITAL MANAGEMENT, LLC
Office #1: 1176 E Warner Rd Suite 218, Gilbert, AZ 85296RIA
CRD#: 141981
Gilbert, AZ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(8/2/2021)
Current Firm
WC
WEST COAST CAPITAL MANAGEMENT, LLC
WEST COAST CAPITAL MANAGEMENT, LLC
CRD#: 141981 / SEC#:
Arizona
Registered Investment Advisory firm - (11/29/2006 Approved)California
Registered Investment Advisory firm - (1/22/2015 Approved)Oregon
Registered Investment Advisory firm - (9/6/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1176 E Warner Rd Suite 218, Gilbert, AZ 85296
Mailing Address
Phone number
(480) 460-3790
Established
Firm type
Fiscal year end
# of Employees
8
Regulatory assets under management
| Total Number of Accounts | 128 |
| AUM (Assets Under Management) | $ 16,866,877 |
Red Flags
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