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COASTAL BRIDGE ADVISORS
WESTPORT, CT
203-683-1530
SEC #801-70943Total AUM
$5B
Employees
46Clients
1,998Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
54 WILTON ROAD
1ST FLOOR
WESTPORT
CT 06880
United States
1ST FLOOR
WESTPORT
CT 06880
United States
Operating Hours
8:30AM - 4:00PM
Monday - Friday
Monday - Friday
Phone
203-683-1530
Other Offices
6
Financials
Total AUM
$5B
Accounts
11,505Discretionary
$4.8B
Accounts
11,204Non-Discretionary
$215.5M
Accounts
301
Clients
Individual Clients
1,267AUM
$573.6M
HNW Individual Clients
579AUM
$3.8B
Pension/Profit Sharing Plan Clients
107AUM
$254.4M
Charitable Organization Clients
12AUM
$10.8M
Government Entity Clients
8AUM
$119.8M
Insurance Company Clients
1AUM
$189.3M
Corporation or Business Clients
24AUM
$24.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REV. SHARING W/FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
Compliance
Disclosures
None reported
State Registrations
AZCACOCTFLGAILLAMAMDMEMNNCNHNJNVNYPARISCTNTXVAVTWA
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 11 other businesses.