Kyle
Lantow
West Coast Financial, LLC
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About this Advisor
Kyle Lantow is a financial advisor operating out of Santa Barbara, California. Lantow is currently employed by West Coast Financial, LLC. The advisor has gained experience at West Coast Financial, LLC, Ups, Kern River Outfitters and Oregon State University. Lantow holds a Series 65 license, designating them as an investment advisor representative, and can operate in California. West Coast Financial, LLC is a company that has its headquarters in Santa Barbara, CA. The investment advisory business has offices in three locations and a total of 39 financial advisors. It administers $2 billion in assets between its 1,927 customer accounts, placing it among the biggest firms in the country by assets under management. Of its 1,927 customer accounts, 48% are held by high-net-worth individuals who have greater than $1 million in assets. West Coast Financial, LLC provides a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Financial advisory fees usually are based on the services. However, fee types charged by West Coast Financial, LLC likely are comprised of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Coast Financial, LLC Brokerage Details
$1,515,060,044
39
1,927
$786,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Kyle Lantow Work History
Kyle has been registered as a financial advisor for 0 years.*
West Coast Financial, LLC
Ups
Kern River Outfitters
Oregon State University
Oregon State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kyle Lantow to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at West Coast Financial, LLC
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Santa Barbara, CA
Avila Beach, CA
Santa Barbara, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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