Coastedge Partners, LLC

Coastedge Partners, LLC (CRD# 149685) is a financial advisory firm headquartered in La Jolla, CA. They manage $367,350,399 in 452 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $812,722
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MN, TX

Financial Advisors at Coastedge Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard J. Effress
CRD#: 2159776
888 Prospect Street, Suite 220, La Jolla, CA 92037
93
Wealthminder
score

Richard Effress (CRD# 2159776) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has over 8 years of experience in the finance industry.

2
Steven S. Simpson
CRD#: 4668252
888 Prospect St., Suite 220, La Jolla, CA 92037
93
Wealthminder
score

Steven Simpson (CRD# 4668252) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has over 14 years of experience in the finance industry.

3
Theodore T. Tu
CRD#: 2074409
888 Prospect Street, Suite 220, La Jolla, CA 92037
93
Wealthminder
score

Theodore Tu (CRD# 2074409) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has over 8 years of experience in the finance industry.

4
Parker A. Bush
CRD#: 6077208
888 Prospect St., Suite 220, La Jolla, CA 92037
90
Wealthminder
score

Parker Bush (CRD# 6077208) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has over 4 years of experience in the finance industry.

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