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).
Total Assets Under Management1MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.