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).
Total Assets Under Management421MILLION
Total Number of Accounts36ACCOUNTS
Average Account Value$11,689,942
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
CA, MN, OH, TX
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.
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.
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.