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Home > Retirement Planners > connecticut > stamford > COINBASE ASSET MANAGEMENT, LLC
COINBASE ASSET MANAGEMENT, LLC
2200 Atlantic Street
Suite 320
Stamford, Connecticut 06902
Tel: (203) 489-1450
About COINBASE ASSET MANAGEMENT, LLC
COINBASE ASSET MANAGEMENT, LLC, formally registered with the SEC as COINBASE ASSET MANAGEMENT, LLC. The firm was established in 07/11/2022. They have over 1 offices throughout the country.
COINBASE ASSET MANAGEMENT, LLC is a Stamford, Connecticut based Financial Planning firm with nearly $281,619,847 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322174 |
| SEC# | 801-126060 |
| Assets Managed by Firm | $281,619,847 |
| No. of Clients | 7 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $281,619,847 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $26,444 |
| Charitable organizations | Fewer than 5 clients | $3,285,488 |
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