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advised by WEST COAST FINANCIAL, LLC
California, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Sep 30, 2024 | $9.9M |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| INSPIRA FINANCIAL | INSPIRA FINANCIAL TRUST, LLC | Oakbrook | Illinois | United States | no | n/a |
| $50,000 |
| 100.0% |
| yes |
| W•• O•••• F••• I• L••• |
| Mar 25, 2024 | $9.9M | 35 | $50,000 | 100.0% | yes | W•• O•••• F••• I• L••• |
| Mar 23, 2023 | $10.3M | 35 | $50,000 | 100.0% | no | W•• O•••• F••• I• L••• |
| Dec 2, 2022 | $11.3M | 35 | $50,000 | 100.0% | no | W•• O•••• F••• I• L••• |
| Mar 21, 2022 | $11.3M | 35 | $50,000 | 100.0% | no | W•• O•••• F••• I• L••• |
| Dec 22, 2021 | $10.3M | 35 | $50,000 | 100.0% | no | W•• O•••• F••• I• L••• |
| Oct 8, 2021 | $10.3M | 35 | $50,000 | 100.0% | no | W•• O•••• F••• I• L••• |
| Mar 15, 2021 | $10.3M | 35 | $50,000 | 100.0% | no | W•• O•••• F••• I• L••• |
| Jun 30, 2020 | $9.3M | 34 | $50,000 | 100.0% | no | W•• O•••• F••• I• L••• |
| Mar 25, 2020 | $9.3M | 34 | $50,000 | 100.0% | no | W•• O•••• F••• I• L••• |