Coastal Capital Management, LLC
Coastal Capital Management, LLC (CRD# 170383) is a financial advisory firm headquartered in , . They manage $2,920,322 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Coastal Capital Management, LLC
By the Numbers
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Total Assets Under Management3MILLION
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Total Number of Accounts29ACCOUNTS
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Average Account Value$100,701
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Coastal Capital Management, LLC
1
David Doyle (CRD# 2223517) is an Investment Advisor Representative working at Coastal Capital Management, LLC in Wilmington, NC and has over 32 years of experience in the finance industry.
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