Summary
Pacific Coast Investment Advisors
Founded in 2006
Description
Pacific Coast Investment Advisors is an independent registered investment advisory firm that provides fiduciary investment advice and financial planning solutions. They understand that managing your financial future can be challenging and stressful, so...
Strengths
- Pacific Coast Investment Advisors has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Since Pacific Coast Investment Advisors was founded, the company has grown faster than the industry average
Annual Revenue
Pacific Coast Investment Advisors's annual revenue
$1301000
Based on Kona Equity data
-
Revenue per employee
$325250
-
Annual revenue growth since founding
$72278
Employee Count
4 employees
Executives
G Score - 3
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G6 Annual revenue growth since founding is higher than the industry average.
Location
Unlock unlimited leads
Similar Companies
WEALTHVISORS LLC
wealthvisors.com- Founded in 2018
- Location: Virginia Beach, VA
- Annual Revenue: $5.3M
- Employees: 22
Bollin Wealth Management
bollinwealth.com- Founded in 2004
- Location: Perrysburg, OH
- Annual Revenue: $1.3M
- Employees: 5
- Bollin Wealth Management provides comprehensive wealth management solutions for all of your needs. Whether you need an independent financial planner to help you determine whether you are on the right track, or you require more "hands-on" help from a Registered Investment Advisor, Bollin Wealth Management has the exper…
Evanson Asset Management
evansonasset.com- Founded in 1995
- Location: Carmel, CA
- Annual Revenue: $1.4M
- Employees: 6
Hoshen
hoshencapital.com- Founded in 2019
- Location: Baltimore, MD
- Annual Revenue: $1.3M
- Employees: 4
Busch Financial Planning
buschfinancialplanning.com- Location: Houston, TX
- Annual Revenue: $1.1M
- Employees: 4
- Busch Financial Planning is an independent financial advisory firm located in suburban Houston that offers you objective financial advice by the hour, as you need it.
Sonora Investment Management
invmgmt.com- Location: Tucson, AZ
- Annual Revenue: $1.3M
- Employees: 7
- Arizona investment advisors at Sonora Investment Management have 25+ years experience. We offer sound strategies for wealth and portfolio management, financial planning, retirement rollover, convertible bonds, 401K, and IRA rollovers.
Key Information
- Name: Pacific Coast Investment Advisors
- Category: Investment management
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
-
By City Lake Oswego Small Financial planner in Lake Oswego Mid-size Financial planner in Lake Oswego Investment management in Lake Oswego Small Investment management in Lake Oswego Mid-size Investment management in Lake Oswego
-
By State OR Small companies in OR Investment management in OR Small Investment management in OR Mid-size Investment management in OR Small Financial planner in OR Mid-size Financial planner in OR
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial planner Small Financial planner Mid-size Financial planner Investment management and Financial planner
-
Firmographic data G Score of 3 Founded in 2006 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Pacific Coast Investment Advisors's headquarters are located at 5285 SW Meadows Rd Ste 315 315 Lake Oswego, OR 97035.
Pacific Coast Investment Advisors's official website is pacificcoastia.com
Pacific Coast Investment Advisors's annual revenue is $1.3 M.
Pacific Coast Investment Advisors's SIC: 62; 628
Pacific Coast Investment Advisors's NAICS: 52; 523.
Pacific Coast Investment Advisors has 4 employees
Pacific Coast Investment Advisors is in the industry of Investment management.
