We utilize a variety of relationships to strategize and collaborate about each client’s unique situation. Below we have listed a handful of our connections.
2050 Main Street, Suite 650
Irvine CA 92614
Inland Real Estate
2901 Butterfield Road
Oak Brook IL 60523
Bluerock Capital Markets, LLC
4100 Newport Place, Suite 720
Newport Beach CA92660
DST 2.0 – Deferred Sales Trust
Estate Planning Team
45110 Club Dr, Suite B
Indian Wells CA 92210
REITs – Real Estate Investment Trusts
Enrolled Agent, licensed by the IRS
Temecula CA & Dana Point CA
Webb Creek Management Group
210 E 2nd Avenue, Suite 105
Rome, CA 30161
IDCs – Intangible Drilling Costs
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We do not know, and have no reason to believe, that any linked site contains false or misleading information. We make no representation as to the accuracy of information provided by these websites, as this information could change daily. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume responsibility and risk for your use of the websites.
There are risks that should be considered and reviewed when evaluating any investment. The material in this website is neither an offer to sell nor a solicitation of an offer to buy the securities described herein. The applicable offering documents, prospectus, or private placement memorandum (PPM) will be provided to each potential investor who has completed our investor questionnaire and meets the suitability standards required by law and our firm policies. We will provide you with the offering documents prior to investing. While this is a general disclaimer, the specific offering documents should be thoroughly read to fully understand all the implications and risks of any offering of securities to which it relates. Investing involves risk and there is no assurance that investment objectives of a program or offering will be achieved. Some of the investment types listed herein may be considered highly speculative, illiquid, and have high fees and costs. It is important to carefully consider all information listed in the relative prospectus or PPM – investment objectives, risks, charges, expenses, disclaimers, source of distributions, and any other factors to assist in making an informed decision. Please refer to the prospectus or private placement memorandum for specific program risks and suitability standards in your state. Please contact us for more Information.
Accredited Investor Definition: In the United States, for an individual to be considered an accredited investor, they must have a net worth of at least one million US dollars, not including the value of their primary residence or have income at least $200,000 each year for the last two years (or $300,000 together with their spouse if married) and have the expectation to make the same amount this year. Source: U.S. Securities and Exchange Commission / Accredited Investors
Securities offered through Newbridge Securities Corporation, Member FINRA & SIPC and Investment Advisory services offered through Newbridge Financial Services Group Inc., an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction: 5200 Town Center Circle, Tower One, Suite 306, Boca Raton FL 33486 P: 954.334.3450 T: 877.447.9625 F: 954.489.2390.
Check the background of your broker, investment or financial advisor here:
Information regarding securities issues and markets is obtained from sources believed to be reliable, but is not guaranteed as to accuracy, completeness, or fitness to a particular use.
This website should not be deemed as an offer or solicitation in states where the investment advisor representative is not registered to provide services. Specific recommendations can only be based on a review of client’s individual investment objectives and a client reviewing the corresponding offering documents. Prior performance is no guarantee of future results. Please consult a tax or legal professional for tax or legal advice.
Member of SIPC. Securities in your account protected up to $500,000. For details, please see www.sipc.org.
COR Clearing’s policy through Lloyd’s of London provides additional account coverage up to $24.5 million (including up to $1,150,000 in cash) per client as defined by SIPC rules. With both SIPC and Lloyd’s of London coverage, accounts are protected up to a total of $25 million per client (as defined by SIPC rules) including up to $1,150,000 for cash balances, with an aggregate limit of $100 million.
This coverage does not protect against loss of market value of securities.
For more information, please visit www.sipc.org or www.lloyds.com
Gold Coast Financial Group is not affiliated with Newbridge Securities Corporation or Newbridge Financial Services Group. Gold Coast Financial Group , Newbridge Securities Corporation, Newbridge Financial Service Group are not affiliated with any other entities listed on this site.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We do not know, and have no reason to believe, that any linked site contains false or misleading information. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume responsibility and risk for your use of the websites.
Copyright 2017 Scott S. Brooks, Gold Coast Financial Group. All rights reserved.