GULFCOAST FINANCIAL SERVICES, INC.
CRD #137201 SEC #801-68221 LAKE CITY, FL 386-755-9018
SEC Registered
Total AUM
$42M
Discretionary
$42M
Employees
1
Clients
1
Accounts
485
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $42M | $42M | $0 | 1 | 300 |
| May 2012 | $42M | $42M | $0 | 1 | 300 |
| Apr 2012 | $42M | $42M | $0 | 1 | 300 |
| Jan 2012 | $42M | $42M | $0 | 1 | 300 |
| Apr 2011 | $37.2M | $37.2M | $0 | 5 | -- |
| Mar 2011 | $37.2M | $37.2M | $0 | 5 | -- |
| Feb 2011 | $34.7M | $34.7M | $0 | 5 | -- |
| Jan 2008 | $33.7M | $33.7M | $0 | 5 | -- |
| Oct 2007 | $32.1M | $32.1M | $0 | 5 | -- |
DateJun 2012
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients300
DateMay 2012
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients300
DateApr 2012
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients300
DateJan 2012
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients300
DateApr 2011
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$33.7M
Discretionary$33.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$32.1M
Discretionary$32.1M
Non-Disc.$0
Employees5
Clients--