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Building 2COASTAL INVESTMENT COMPANY, LLC

Map pinWINTER PARK, FL
Phone888-411-2280
NotebookSEC #801-130812
Total AUM
$262.9M
Employees
9
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
227 SOUTH ORLANDO AVENUE
SUITE A-1
WINTER PARK
FL 32789
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
888-411-2280
Other Offices
1

ReceiptFinancials

Total AUM
$262.9M
Accounts
41
Discretionary
$262.9M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
41
AUM
$262.9M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
EXPENSE ALLOWANCE

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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