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Building 2COASTAL WEALTH ADVISORS, LLC

Map pinJOHNS ISLAND, SC
Phone843-870-9568
NotebookSEC #801-135530
Total AUM
$106.6M
Employees
2
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3464 MAYBANK HIGHWAY
UNIT E
JOHNS ISLAND
SC 29455
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
843-870-9568
Other Offices
1

ReceiptFinancials

Total AUM
$106.6M
Accounts
274
Discretionary
$106.6M
Accounts
274
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
84
AUM
$24.5M
HNW Individual Clients
26
AUM
$69.5M
Charitable Organization Clients
1
AUM
$3.5M
Corporation or Business Clients
1
AUM
$9.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPASCTNTX

HandshakeAffiliates

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

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