Coastal Private Wealth Management, LLC
Coastal Private Wealth Management, LLC (CRD# 173052) is a financial advisory firm headquartered in Simi Valley, CA. They manage $1,500,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$150,000
- 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
- Selection of other advisers (including private fund managers)
Quinn Ellis (CRD# 6424200) is an Investment Advisor Representative working at Coastal Private Wealth Management, LLC in Simi Valley, CA and has over 3 years of experience in the finance industry.