Coastal Capital Advisors
Coastal Capital Advisors (CRD# 307224) is a financial advisory firm headquartered in , . They manage $33,254,729 in 411 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Coastal Capital Advisors
By the Numbers
-
Total Assets Under Management33MILLION
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Total Number of Accounts411ACCOUNTS
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Average Account Value$80,912
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, TX
Financial Advisors at Coastal Capital Advisors
1
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.
2
Joseph Marshall (CRD# 7247489) is an Investment Advisor Representative working at Coastal Capital Advisors in Irvine, CA and has over 4 years of experience in the finance industry.
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