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Building 2COQUINA PRIVATE WEALTH ADVISORS

Map pinPORT CHARLOTTE, FL
Phone941-206-5120
NotebookSEC #801-132012
Total AUM
$417.6M
Employees
12
Clients
1,519

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18501 MURDOCK CIRCLE,
SUITE 201
PORT CHARLOTTE
FL 33948
United States
Operating Hours
9AM - 4:30PM
Monday - Friday
Phone
941-206-5120
Other Offices
4

ReceiptFinancials

Total AUM
$417.6M
Accounts
1,519
Discretionary
$417.6M
Accounts
1,519
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
837
AUM
$130.8M
HNW Individual Clients
651
AUM
$264.7M
Pension/Profit Sharing Plan Clients
9
AUM
$3.7M
Charitable Organization Clients
4
AUM
$5.1M
Corporation or Business Clients
18
AUM
$13.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILNCNJNYOHSCTXVAWIWV

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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