Silver Coast Investments is an investment advisor in San Diego with $195.61 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
320411933
SEC advisor number
801-120024
FINRA CRD number
167771
AUM ?
$195.61 mm
(as of 28 Apr 23)
Accounts
832
(as of 28 Apr 23)
Employees
9
(9 investment advisory or research)
Office hours
Monday - Friday, 8:00 AM - 6:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Read, Wesley, William | President | 01/2011 | < 5% |
Practicecfo LLP | Owner | 01/2018 | > 75% |
Read, Wesley, William | Mangaing Member | 01/2018 | 50-75% |
Hobson, Brandon, Wesley | CCO | 03/2022 | < 5% |
Latest filings (excl ownership)
No filings