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Building 2COASTWISE CAPITAL GROUP, LLC

Map pinLA JOLLA, CA
Phone858-454-6670
NotebookSEC #801-70289
Total AUM
$36.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
888 PROSPECT STREET
SUITE 201
LA JOLLA
CA 92037
United States
Operating Hours
8:00AM TO 4:30 PM
Monday - Friday
Phone
858-454-6670

ReceiptFinancials

Total AUM
$36.9M
Accounts
199
Discretionary
$36.9M
Accounts
199
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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