CASTLE COAST WEALTH, LLC - Financial Advisor in California, La Jolla

Tel: (858) 546-1247 4225 Executive Square Suite 1030 La Jolla, California 92037

About CASTLE COAST WEALTH, LLC

CASTLE COAST WEALTH, LLC is a La Jolla, California based financial advisory firm with nearly $324,293,260 in assets under management and provides investment advisory services for 954 clients. There are currently 8 financial advisors at the firm.

General Information

Firm CRD#:

298439

Firm SEC#:

801-117737

Assets Under Management:

$324,293,260

No. of Clients:

954

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, La Jolla

FirmCRD#:143635

SEC#:801-68079

No. of Advisors:689

No. of Clients:337

AUM:$85,687,398,665

FirmCRD#:281695

SEC#:801-106844

No. of Advisors:84

No. of Clients:41

AUM:$26,336,073,645

FirmCRD#:105404

SEC#:801-24896

No. of Advisors:141

No. of Clients:9220

AUM:$22,214,086,907

FirmCRD#:281698

SEC#:801-106835

No. of Advisors:84

No. of Clients:64

AUM:$14,179,117,235

FirmCRD#:115167

SEC#:801-64700

No. of Advisors:12

No. of Clients:3

AUM:$2,579,641,000

FirmCRD#:174346

SEC#:801-108468

No. of Advisors:32

No. of Clients:3059

AUM:$2,441,972,009

FirmCRD#:323711

SEC#:801-126880

No. of Advisors:0

No. of Clients:7

AUM:$2,374,225,069

FirmCRD#:142527

SEC#:801-67379

No. of Advisors:18

No. of Clients:1288

AUM:$1,883,798,871

FirmCRD#:149685

SEC#:801-70877

No. of Advisors:17

No. of Clients:1070

AUM:$1,650,333,000

FirmCRD#:153729

SEC#:801-73728

No. of Advisors:6

No. of Clients:4

AUM:$860,477,000

FirmCRD#:329075

SEC#:801-129175

No. of Advisors:9

No. of Clients:6

AUM:$736,000,000

FirmCRD#:145341

SEC#:801-71279

No. of Advisors:9

No. of Clients:51

AUM:$603,233,682

FirmCRD#:108245

SEC#:801-57864

No. of Advisors:12

No. of Clients:1218

AUM:$507,074,427

FirmCRD#:332139

SEC#:801-130855

No. of Advisors:3

No. of Clients:776

AUM:$398,345,100

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

STEPSTONE GROUP LP

143635

801-68079

337

689

$85,687,398,665

STEPSTONE GROUP REAL ASSETS LP

281695

801-106844

$26,336,073,645

BRANDES INVESTMENT PARTNERS, LP

105404

801-24896

9220

141

$22,214,086,907

STEPSTONE GROUP REAL ESTATE LP

281698

801-106835

$14,179,117,235

CONTEXT CAPITAL MANAGEMENT LLC

115167

801-64700

$2,579,641,000

ALPHACORE CAPITAL LLC

174346

801-108468

3059

$2,441,972,009

STEPSTONE GROUP PRIVATE DEBT LLC

323711

801-126880

$2,374,225,069

CALLAN CAPITAL, LLC

142527

801-67379

1288

$1,883,798,871

COASTEDGE PARTNERS, LLC

149685

801-70877

1070

$1,650,333,000

MAKAIRA PARTNERS, LLC

153729

801-73728

$860,477,000

TORREYANA CAPITAL

329075

801-129175

$736,000,000

FRONTIER GLOBAL PARTNERS LLC

145341

801-71279

$603,233,682

FINANCIAL ALTERNATIVES, INC.

108245

801-57864

1218

$507,074,427

SYRIOS WEALTH MANAGEMENT GROUP

332139

801-130855

776

$398,345,100

Explore More Financial Advisor Firms in La Jolla, California >>