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
https://www.linkedin.com/company/coastalcapitaladv/about/
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    411
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Coastal Capital Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Baum, financial advisor Irvine CA
Christopher J. Baum
CRD#: 6146336
Irvine, CA

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, financial advisor Irvine CA
Joseph A. Marshall
CRD#: 7247489
Irvine, CA

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.

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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