Coastwise Capital Group, LLC

Coastwise Capital Group, LLC (CRD# 139564) is a financial advisory firm headquartered in La Jolla, CA. They manage $164,254,032 in 340 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7777 Fay Avenue, Suite G5, La Jolla, CA 92037
https://www.linkedin.com/company/coastwise-capital-group-llc/
By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $483,100
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Coastwise Capital Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Laurie Itkin, financial advisor La Jolla CA
Laurie R. Itkin
CRD#: 6143630
7777 Fay Avenue, Suite G5, La Jolla, CA 92037

Laurie Itkin (CRD# 6143630) is an Investment Advisor Representative working at Coastwise Capital Group, LLC in La Jolla, CA and has over 11 years of experience in the finance industry.

2
Scott Kyle, financial advisor La Jolla CA
Scott G. Kyle
CRD#: 4896786
7777 Fay Avenue, Suite G5, La Jolla, CA 92037

Scott Kyle (CRD# 4896786) is an Investment Advisor Representative working at Coastwise Capital Group, LLC in La Jolla, CA and has over 17 years of experience in the finance industry.

3
Patrick Fischer, financial advisor La Jolla CA
Patrick B. Fischer
CRD#: 7289140
7777 Fay Avenue, Suite G5, La Jolla, CA 92037

Patrick Fischer (CRD# 7289140) is an Investment Advisor Representative working at Coastwise Capital Group, LLC in La Jolla, CA and has over 3 years of experience in the finance industry.

4
Brad Saenz, financial advisor La Jolla CA
Brad C. Saenz
CRD#: 7309412
7777 Fay Avenue, Suite G5, La Jolla, CA 92037

Brad Saenz (CRD# 7309412) is an Investment Advisor Representative working at Coastwise Capital Group, LLC in La Jolla, CA and has over 4 years 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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