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FIRM PROFILE
Overview
PACIFIC COAST CAPITAL, LLC is located at 5665 Meadows Road Suite 200, Lake Oswego, OR 97035 and was first established at Denver, Oregon in 03/15/2019. After operating for 6 years, PACIFIC COAST CAPITAL, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PACIFIC COAST CAPITAL, LLC’s clients are individuals and 0% of their clients are high net worth individuals. PACIFIC COAST CAPITAL, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PACIFIC COAST CAPITAL, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PACIFIC COAST CAPITAL, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PACIFIC COAST CAPITAL, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PACIFIC COAST CAPITAL, LLC Comes From
Understanding the Statistics for PACIFIC COAST CAPITAL, LLC and How They Compare to Other Firms Through Our Analysis
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FIRM INFORMATION
5665 Meadows Road Suite 200, Lake Oswego, OR 97035
680 Hawthorne Ave. Suite 140, Salem, OR 97301
Small
(760) 431-8440
Oregon since 03/15/2019
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at PACIFIC COAST CAPITAL, LLC
Carl James Pinkard II
Brian Eugene Andreosky
William Russell Shaw III
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