PACIFIC COAST FIDUCIARY LLC
Adviser information for PACIFIC COAST FIDUCIARY LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-129912 |
|---|---|
| SEC ERA File Number | 801-129912 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 330334 |
| Legal Entity Identifier | None |
Principal Office
14140 MAGNOLIA BLVD.SHERMAN OAKS
CA
United States
Monday - Friday, 8AM -5PM
Tel: 818-986-1479, Fax: 888-270-2890
Chief Compliance Officer
JEFFREY RICHTER
FOUNDER, PARTNER
14140 MAGNOLIA BLVD.
SHERMAN OAKS
CA
United States
Tel:
818-986-1479
Fax:
888-270-2890
J***@********M
(Full email address available in API data)
Industry Affiliates
| ARES FINANCIAL CONSULTING LLC | Other investment adviser, including financial planners |
| ARES INSURANCE BROKERAGE SERVICE | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RICHTER, JEFFREY, T | Individual | – | FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | 02/2024 | 25-50% |
| DINTERMAN, CHRISTOPHER, DALE | Individual | – | CO-FOUNDER | 02/2024 | 50-75% |