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Building 2COASTEDGE PARTNERS, LLC

Map pinSAN DIEGO, CA
Phone858-997-2777
NotebookSEC #801-70877
Total AUM
$2.1B
Employees
16
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4655 EXECUTIVE DRIVE
SUITE 325
SAN DIEGO
CA 92121
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
858-997-2777

ReceiptFinancials

Total AUM
$2.1B
Accounts
1,266
Discretionary
$1.3B
Accounts
1,008
Non-Discretionary
$882.9M
Accounts
258

ContactClients

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HNW Individual Clients
131
AUM
$1.6B
Pooled Vehicle Clients
15
AUM
$301.7M
Pension/Profit Sharing Plan Clients
9
AUM
$25.1M
Charitable Organization Clients
6
AUM
$22.1M
Corporation or Business Clients
22
AUM
$158.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNNYTX

HandshakeAffiliates

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

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