COASTEDGE PARTNERS, LLC - Financial Advisor in California, La Jolla

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

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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