Coastedge Partners, LLC

Coastedge Partners, LLC (CRD# 149685) is a financial advisory firm headquartered in La Jolla, CA. They manage $1,650,333,000 in 1,070 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
888 Prospect St., Suite 220, La Jolla, CA 92037
https://www.linkedin.com/company/coastedge-partners-llc
By the Numbers
  • Total Assets Under Management
    1,650
    MILLION
  • Total Number of Accounts
    1,070
    ACCOUNTS
  • Average Account Value
    $1,542,367
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
The map below shows states where this firm has explicit registration only.

CA, FL, MN, NY, TX

Financial Advisors at Coastedge Partners, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Parker Bush, financial advisor La Jolla CA
Parker A. Bush
CRD#: 6077208
888 Prospect St., Suite 220, La Jolla, CA 92037

Parker Bush (CRD# 6077208) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has over 10 years of experience in the finance industry.

2
Alexa Cammarano, financial advisor La Jolla CA
Alexa P. Cammarano
CRD#: 6809471
888 Prospect St., Suite 220, La Jolla, CA 92037

Alexa Cammarano (CRD# 6809471) 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
Richard Effress, financial advisor La Jolla CA
Richard J. Effress
CRD#: 2159776
888 Prospect Street, Suite 220, La Jolla, CA 92037

Richard Effress (CRD# 2159776) 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.

4
Ian Hill, financial advisor La Jolla CA
Ian Hill
CRD#: 6466944
888 Prospect St., Suite 220, La Jolla, CA 92037

Ian Hill (CRD# 6466944) 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.

5
Kristin Moss, financial advisor La Jolla CA
Kristin F. Moss
CRD#: 6931115
888 Prospect St., Suite 220, La Jolla, CA 92037

Kristin Moss (CRD# 6931115) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has over 5 years of experience in the finance industry.

6
Steven Simpson, financial advisor La Jolla CA
Steven S. Simpson
CRD#: 4668252
888 Prospect St., Suite 220, La Jolla, CA 92037

Steven Simpson (CRD# 4668252) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has over 20 years of experience in the finance industry.

7
Elizabeth Kelly, financial advisor La Jolla CA
Elizabeth Kelly
CRD#: 7178658
888 Prospect St., Suite 220, La Jolla, CA 92037

Elizabeth Kelly (CRD# 7178658) 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.

8
Sam Litrenta, financial advisor La Jolla CA
Sam J. Litrenta
CRD#: 7821101
888 Prospect St., Suite 220, La Jolla, CA 92037

Sam Litrenta (CRD# 7821101) is an Investment Advisor Representative working at Coastedge Partners, LLC in La Jolla, CA and has 1 year 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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