RIA Intelligence

SILVER COAST INVESTMENTS LLC

Legal name: PRACTICECFO INVESTMENTS

CRD #167771 SEC #801-120024 SAN DIEGO, CA 800-675-2712
SEC Registered
Total AUM
$332.1M
Discretionary
$331.6M
Employees
35
Clients
251
Accounts
429

AUM Over Time

DateAug 2025
Total AUM$332.1M
Discretionary$331.6M
Non-Disc.$472.7K
Employees35
Clients0
DateMay 2025
Total AUM$332.1M
Discretionary$331.6M
Non-Disc.$472.7K
Employees35
Clients0
DateMar 2025
Total AUM$332.1M
Discretionary$331.6M
Non-Disc.$472.7K
Employees35
Clients0
DateJan 2025
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees9
Clients0
DateApr 2024
Total AUM$394.9M
Discretionary$394.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$262.2M
Discretionary$262.2M
Non-Disc.$50K
Employees9
Clients0
DateApr 2023
Total AUM$195.6M
Discretionary$194.8M
Non-Disc.$768.7K
Employees9
Clients0
DateMar 2023
Total AUM$195.6M
Discretionary$194.8M
Non-Disc.$768.7K
Employees8
Clients0
DateOct 2022
Total AUM$180M
Discretionary$178.8M
Non-Disc.$1.3M
Employees6
Clients0
DateMar 2022
Total AUM$180M
Discretionary$178.8M
Non-Disc.$1.3M
Employees6
Clients0
DateOct 2021
Total AUM$115.5M
Discretionary$114.6M
Non-Disc.$864.4K
Employees9
Clients0
DateMar 2021
Total AUM$115.5M
Discretionary$114.6M
Non-Disc.$864.4K
Employees6
Clients0
DateNov 2020
Total AUM$100.3M
Discretionary$96.7M
Non-Disc.$3.5M
Employees6
Clients0
DateNov 2020
Total AUM$100.3M
Discretionary$96.7M
Non-Disc.$3.5M
Employees6
Clients0