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Gulf Coast Investment Management, LLC (Bonita Springs)


Gulf Coast Investment Management, LLC is an adviser based in Bonita Springs. It manages $27.25 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Florida.

Gulf Coast Investment Management provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Gulf Coast Investment Management: assets under management

The assets under management (AUM) of Gulf Coast Investment Management, LLC is $27.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $757.04 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Gulf Coast Investment Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bonita Springs

The principal office where Gulf Coast Investment Management, LLC performs its advisory services is located at 23064 Tree Crest Court, Bonita Springs, FL 34135 The mailing address of the firm is Pmb 330, Bonita Springs, FL 34134. An additional office of the firm is in Ft. Myers, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-992-0931 or by fax 239-992-6921. The normal business hours are 8:30am-4:30pm on Monday - Friday.


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