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Home > Retirement Planners > connecticut > westport > COASTAL BRIDGE ADVISORS
COASTAL BRIDGE ADVISORS
54 Wilton Road
1st Floor
Westport, Connecticut 06880
Tel: 203-683-1530
About COASTAL BRIDGE ADVISORS
COASTAL BRIDGE ADVISORS, formally registered with the SEC as COASTAL BRIDGE ADVISORS. The firm was established in 12/01/2009. They have over 4 offices throughout the country.
COASTAL BRIDGE ADVISORS is a Westport, Connecticut based Financial Planning firm with nearly $2,814,677,305 assets under management, offering retirement planning & investment advisory services to 4259 clients. The firm is staffed with 25 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 152569 |
| SEC# | 801-70943 |
| Assets Managed by Firm | $2,814,677,305 |
| No. of Clients | 4259 |
| No. of Advisors | 25 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4259 | $2,814,677,305 |
| Individuals (other than high net worth individuals) | 71 | $51,698,310 |
| High net worth individuals | 222 | $2,435,865,938 |
| Corporations or other businesses | 1 | $10,661,352 |
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