Coastwise Capital Group, LLC

Coastwise Capital Group, LLC (CRD# 139564) is a financial advisory firm headquartered in La Jolla, CA. They manage $54,100,000 in 203 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $266,502
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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 Coastwise Capital Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Scott G. Kyle
CRD#: 4896786
888 Prospect Street, Suite 201, La Jolla, CA 92037
98
Wealthminder
score

Scott Kyle (CRD# 4896786) is an Investment Advisor Representative working at Coastwise Capital Group, LLC in La Jolla, CA and has over 10 years of experience in the finance industry.

2
Stephanie M. Brown
CRD#: 5476498
1025 Prospect Street, Suite 380, La Jolla, CA 92037
93
Wealthminder
score

Stephanie Brown (CRD# 5476498) is an Investment Advisor Representative working at Coastwise Capital Group, LLC in La Jolla, CA and has over 8 years of experience in the finance industry.

3
Laurie R. Itkin
CRD#: 6143630
1025 Prospect Street, Suite 380, La Jolla, CA 92037
90
Wealthminder
score

Laurie Itkin (CRD# 6143630) 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
Brian M. Lavoie
CRD#: 5985779
1025 Prospect Street, Suite 380, La Jolla, CA 92037
78
Wealthminder
score

Brian Lavoie (CRD# 5985779) 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.

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