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Building 2COASTAL WEALTH MANAGEMENT

Map pinNEW YORK, NY
Phone917-558-2468
NotebookSEC #801-128660
Total AUM
$45.1M
Employees
1
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
85 BROAD STREET
18TH FLOOR
NEW YORK
NY 10004
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
917-558-2468
Other Offices
2

ReceiptFinancials

Total AUM
$45.1M
Accounts
101
Discretionary
$45.1M
Accounts
101
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
32
AUM
$45.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
CACTNJNY

HandshakeAffiliates

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

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