COASTAL INVESTMENT ADVISORS

1201 N. Orange Street
Suite 729
Wilmington, Delaware 19801
Tel: 888-657-5200

About COASTAL INVESTMENT ADVISORS

COASTAL INVESTMENT ADVISORS, formally registered with the SEC as COASTAL INVESTMENT ADVISORS. The firm was established in 06/06/2007. They have over 58 offices throughout the country.

COASTAL INVESTMENT ADVISORS is a Wilmington, Delaware based Financial Planning firm with nearly $780,734,272 assets under management, offering retirement planning & investment advisory services to 3760 clients. The firm is staffed with 77 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134952
SEC#	801-68000
Assets Managed by Firm	$780,734,272
No. of Clients	3760
No. of Advisors	77

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors
Publication of periodicals or Newsleters

Firm Client Information

	No. of Clients	AUM
Firm Total	3760	$780,734,272
Individuals (other than high net worth individuals)	3553	$654,922,971
High net worth individuals	56	$96,262,609
Pension and profit sharing plans	120	$17,673,308
Charitable organizations	3	$329,859
Corporations or other businesses	28	$11,545,525

Inquire with COASTAL INVESTMENT ADVISORS

More Retirement Planning firms in Wilmington, Delaware:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BLACKROCK CAPITAL MANAGEMENT, INC. 100 Bellevue Parkway Wilmington, DE, 19809	$88,770,382,053	41	235
BLACKROCK CAPITAL INVESTMENT ADVISORS, LLC 100 Bellevue Parkway Wilmington, DE, 19809	$38,994,513,543	119	27
DUPONT CAPITAL MANAGEMENT Chestnut Run Plaza Building C735-1, 974 Centre Road Wilmington, DE, 19805	$19,948,123,000	13	73
WILMINGTON TRUST INVESTMENT ADVISORS, INC. Wilmington Trust Center, 1100 North Market Street Wilmington, DE, 19890-0001	$16,488,434,237	3376	127
WILMINGTON FUNDS MANAGEMENT CORPORATION 1100 North Market Street Wilmington, DE, 19890-0001	$12,992,062,132	10	38

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