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COASTAL WEALTH MANAGEMENT
85 Broad Street
18th Floor
New York, New York 10004
Tel: 917-558-2468
About COASTAL WEALTH MANAGEMENT
COASTAL WEALTH MANAGEMENT, formally registered with the SEC as COASTAL WEALTH MANAGEMENT. The firm was established in 08/31/2023. They have over 2 offices throughout the country.
COASTAL WEALTH MANAGEMENT is a New York, New York based Financial Planning firm with nearly $34,178,746 assets under management, offering retirement planning & investment advisory services to 71 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327867 |
| SEC# | 801-128660 |
| Assets Managed by Firm | $34,178,746 |
| No. of Clients | 71 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 71 | $34,178,746 |
| High net worth individuals | 24 | $34,178,746 |
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