COASTWISE CAPITAL GROUP, LLC

7777 Fay Avenue
Suite G5
La Jolla, California 92037
Tel: 858-454-6670

About COASTWISE CAPITAL GROUP, LLC

COASTWISE CAPITAL GROUP, LLC, formally registered with the SEC as COASTWISE CAPITAL GROUP, LLC. The firm was established in 06/30/2022. They have over 1 offices throughout the country.

COASTWISE CAPITAL GROUP, LLC is a La Jolla, California based Financial Planning firm with nearly $164,254,032 assets under management, offering retirement planning & investment advisory services to 340 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139564
SEC#	801-126023
Assets Managed by Firm	$164,254,032
No. of Clients	340
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Publication of periodicals and newsletters
Education seminars/workshops
Other (FINANCIAL CONSULTING/PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	340	$164,254,032
Individuals (other than high net worth individuals)	120	$75,182,028
High net worth individuals	35	$89,072,004

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