Christopher Baum (CRD# 6146336) is an Investment Advisor Representative working at Coastal Capital Advisors in Irvine, CA and has over 11 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coastal Capital Advisors LLC | Irvine, CA | Jan 2020 - Current | 4 |
| Private Management Group, Inc. | Irvine, CA | Jun 2012 - Dec 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- CA
- CO
- TX
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts411ACCOUNTS
-
Average Account Value$80,912
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, TX
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