PACIFIC COAST FIDUCIARY LLC
CRD #330334 SEC #801-129912 CALABASAS, CA 818-986-1479
SEC Registered
Total AUM
--
Discretionary
--
Employees
1
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| RICHTER, JEFFREY, T | I | FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ARES FINANCIAL CONSULTING LLC | DE | PARENT COMPANY | E | Control |
| DINTERMAN, CHRISTOPHER, DALE | I | CO-FOUNDER | D | Control |
| DINTERMAN, CHRISTOPHER, DALE | I | CO-FOUNDER | D | Control |
| DINTERMAN, CHRISTOPHER, DALE | I | CO-FOUNDER | D | Control |
| RICHTER, JEFFREY, T | I | FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| RICHTER, JEFFREY, T | I | FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| RICHTER, JEFFREY, T | I | FOUNDER, PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jul 9, 2025 REGISTERED
Notice Filings (1)
CA
Address
4500 PARK GRANADA, SUITE 202CALABASAS, CA 91302
United States
Phone: 818-986-1479