COASTEDGE PARTNERS, LLC
Tel: 858-997-2777 888 Prospect St. Suite 220 La Jolla, California 92037
About COASTEDGE PARTNERS, LLC
COASTEDGE PARTNERS, LLC is a La Jolla, California based financial advisory firm with nearly $1,650,333,000 in assets under management and provides investment advisory services for 1070 clients. There are currently 17 financial advisors at the firm.
General Information
Firm CRD#:
149685
Firm SEC#:
801-70877
Assets Under Management:
$1,650,333,000
No. of Clients:
1070
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors
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