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Building 2THE COASTAL ADVISORY GROUP, LLC

Map pinCINCINNATI, OH
Phone513-619-1100
NotebookSEC #801-67553
Total AUM
$66.2M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
602 MAIN STREET
SUITE 801
CINCINNATI
OH 45202
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
513-619-1100

ReceiptFinancials

Total AUM
$66.2M
Accounts
350
Discretionary
$66.2M
Accounts
350
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MIOH

HandshakeAffiliates

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

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