Coastlight Capital, LLC

Coastlight Capital, LLC (CRD# 171708) is a financial advisory firm headquartered in Palo Alto, CA. They manage $1,200,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $200,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Coastlight Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Roman D. Stehling
CRD#: 5861390
228 Hamilton Avenue, 3rd Floor, Palo Alto, CA 94301
68
Wealthminder
score

Roman Stehling (CRD# 5861390) is an Investment Advisor Representative working at Coastlight Capital, LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.