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Building 2COASTAL EQUITY MANAGEMENT, LLC

Map pinPENSACOLA, FL
Phone850-435-4844
NotebookSEC #801-131249
Total AUM
$7.3M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 SOUTH PALAFOX STREET,
SUITE 300
PENSACOLA
FL 32502
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
850-435-4844

ReceiptFinancials

Total AUM
$7.3M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$7.3M
Accounts
1

ContactClients

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Investment Company Clients
1
AUM
$7.3M

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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