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).
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Total Assets Under Management164MILLION
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Total Number of Accounts340ACCOUNTS
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Average Account Value$483,100
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, LA, TX
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.
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.
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.
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.