Coastal Bridge Advisors

Coastal Bridge Advisors (CRD# 152569) is a financial advisory firm headquartered in Westport, CT. They manage $2,814,677,305 in 4,259 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
54 Wilton Road, 1st Floor, Westport, CT 06880
https://twitter.com/llbh_pwm
By the Numbers
  • Total Assets Under Management
    2,815
    MILLION
  • Total Number of Accounts
    4,259
    ACCOUNTS
  • Average Account Value
    $660,878
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, ID, LA, MA, NH, NJ, NV, NY, SD, TX, VA

Financial Advisors at Coastal Bridge Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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