Coastedge Partners, LLC

Coastedge Partners, LLC (CRD# 149685) is a financial advisory firm headquartered in La Jolla, CA. They manage $420,837,923 in 36 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    421
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $11,689,942
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
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, OH, TX

Financial Advisors at Coastedge Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Theodore T. Tu
CRD#: 2074409
San Diego, CA
96
Wealthminder
score

Theodore Tu (CRD# 2074409) is an Investment Advisor Representative working at Coastedge Partners, LLC in San Diego, CA and has over 7 years of experience in the finance industry. Theodore Tu has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard J. Effress
CRD#: 2159776
1020 Prospect St, Suite 311, 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 6 years of experience in the finance industry.

3
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 2 years of experience in the finance industry.

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