COASTAL INVESTMENT COMPANY, LLC
Total AUM
$262.9M
Employees
9Clients
41Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
227 SOUTH ORLANDO AVENUE
SUITE A-1
WINTER PARK
FL 32789
United States
SUITE A-1
WINTER PARK
FL 32789
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
888-411-2280
Other Offices
1
Financials
Total AUM
$262.9M
Accounts
41Discretionary
$262.9M
Accounts
41Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
41AUM
$262.9M
Services
Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
EXPENSE ALLOWANCE
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.