Coastal Financial Advisors, Inc.
Coastal Financial Advisors, Inc. (CRD# 131891) is a financial advisory firm headquartered in Farmingdale, NJ. They manage $8,793,147 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management9MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$135,279
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Dennis O'brien (CRD# 1414218) is an Investment Advisor Representative working at Coastal Financial Advisors, Inc. in Farmingdale, NJ and has over 12 years of experience in the finance industry.