Coastal Capital Management LLC
Coastal Capital Management LLC (CRD# 173999) is a financial advisory firm headquartered in Syracuse, NY. They manage $12,276,400 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Coastal Capital Management LLC
By the Numbers
-
Total Assets Under Management12MILLION
-
Total Number of Accounts14ACCOUNTS
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Average Account Value$876,886
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Coastal Capital Management LLC
No Advisor Found.
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