COASTWISE CAPITAL GROUP, LLC
Total AUM
$36.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
888 PROSPECT STREET
SUITE 201
LA JOLLA
CA 92037
United States
SUITE 201
LA JOLLA
CA 92037
United States
Operating Hours
8:00AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
858-454-6670
Financials
Total AUM
$36.9M
Accounts
199Discretionary
$36.9M
Accounts
199Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.