Coastal Management Group LLC
Coastal Management Group LLC (CRD# 140191) is a financial advisory firm headquartered in Narragansett, RI. They manage $3,640,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Coastal Management Group LLC
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$728,000
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
RI
Financial Advisors at Coastal Management Group LLC
No Advisor Found.
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