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Building 2COASTWISE CAPITAL GROUP, LLC

Map pinLA JOLLA, CA
Phone858-454-6670
NotebookSEC #801-126023
Total AUM
$212.2M
Employees
4
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7777 FAY AVENUE
SUITE G5
LA JOLLA
CA 92037
United States
Operating Hours
8:00AM TO 4:30 PM
Monday - Friday
Phone
858-454-6670

ReceiptFinancials

Total AUM
$212.2M
Accounts
467
Discretionary
$212.2M
Accounts
467
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
100
AUM
$127.3M
HNW Individual Clients
67
AUM
$84.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
FINANCIAL CONSULTING/PLANNING
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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