Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > la jolla > COASTEDGE PARTNERS, LLC
COASTEDGE PARTNERS, LLC
888 Prospect St.
Suite 220
La Jolla, California 92037
Tel: 858-997-2777
About COASTEDGE PARTNERS, LLC
COASTEDGE PARTNERS, LLC, formally registered with the SEC as COASTEDGE PARTNERS, LLC. The firm was established in 12/09/2009. They have over 1 offices throughout the country.
COASTEDGE PARTNERS, LLC is a La Jolla, California based Financial Planning firm with nearly $1,650,333,000 assets under management, offering retirement planning & investment advisory services to 1070 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149685 |
| SEC# | 801-70877 |
| Assets Managed by Firm | $1,650,333,000 |
| No. of Clients | 1070 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1070 | $1,650,333,000 |
| High net worth individuals | 142 | $1,210,604,000 |
| Pension and profit sharing plans | 8 | $16,814,000 |
| Charitable organizations | Fewer than 5 clients | $5,610,000 |
| Corporations or other businesses | 17 | $157,510,000 |
More Retirement Planning firms in La Jolla, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in La Jolla, California