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Gulfcoast Financial Services, Inc. (Lake City)


Gulfcoast Financial Services, Inc. is an adviser based in Lake City. It manages $42.05 million of regulatory assets for 485 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Louisiana, and Texas.

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Gulfcoast Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and asset allocation services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gulfcoast Financial Services: assets under management

The assets under management (AUM) of Gulfcoast Financial Services, Inc. is $42.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $86.7 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gulfcoast Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lake City

The principal office where Gulfcoast Financial Services, Inc. performs its advisory services is located at 248 N. Marion Avenue, Lake City, FL 32055 The mailing address of the firm is P.O. Box 2087, Lake City, FL 32056 2087. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 386-755-9018 or by fax 386-755-7532. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.gulfcoastfinancial.net.


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