Overview
Assets Under Management: $111 million
Headquarters: WEST LINN, OR
High-Net-Worth Clients: 31
Average Client Assets: $3.0 million
Frequently Asked Questions
PACIFIC COAST INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137963), PACIFIC COAST INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
PACIFIC COAST INVESTMENT ADVISORS, LLC is headquartered in WEST LINN, OR.
PACIFIC COAST INVESTMENT ADVISORS, LLC serves 31 high-net-worth clients according to their SEC filing dated June 27, 2025. View client details ↓
According to their SEC Form ADV, PACIFIC COAST INVESTMENT ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PACIFIC COAST INVESTMENT ADVISORS, LLC manages $111 million in client assets according to their SEC filing dated June 27, 2025.
According to their SEC Form ADV, PACIFIC COAST INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.40%
Average Client Assets: $3.0 million
Total Client Accounts: 294
Discretionary Accounts: 292
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 137963
Filing ID: 1998334
Last Filing Date: 2025-06-27 15:10:00