Coastal Way Financial Group, LLC

Coastal Way Financial Group, LLC (CRD# 285844) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $9,175,951 in 36 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
900 N. Olive Avenue, West Palm Beach, FL 33401
http://www.coastalwayfinancial.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $254,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Coastal Way Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Kleinman, financial advisor West Palm Beach FL
Andrew L. Kleinman
CRD#: 4327162
900 N. Olive Avenue, West Palm Beach, FL 33401

Andrew Kleinman (CRD# 4327162) is an Investment Advisor Representative working at Coastal Way Financial Group, LLC in West Palm Beach, FL and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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