Jeffrey T Richter
Founder, Partner, Chief Compliance OfficerPacific Coast Fiduciary LLCCRD 5156185
About Jeffrey T Richter
Jeffrey T Richter is listed as Founder, Partner, Chief Compliance Officer at Pacific Coast Fiduciary LLC in Calabasas, CA. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey T Richter is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Pacific Coast Fiduciary LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey T Richter work?
Jeffrey T Richter is listed as Founder, Partner, Chief Compliance Officer at Pacific Coast Fiduciary LLC on SEC Form ADV.
How much of Pacific Coast Fiduciary LLC does Jeffrey T Richter own?
Form ADV reports a beneficial ownership band of Under 5%.
Pacific Coast Fiduciary LLC
| Title | Founder, Partner, Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Ares Financial Consulting LLC
| Title | Ceo And Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2016 |
Pacific Coast Fiduciary LLC
| Title | 100% Owner, Shareholder, Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2025 |