COASTWISE CAPITAL GROUP, LLC
Tel: 858-454-6670 7777 Fay Avenue Suite G5 La Jolla, California 92037
About COASTWISE CAPITAL GROUP, LLC
COASTWISE CAPITAL GROUP, LLC is a La Jolla, California based financial advisory firm with nearly $164,254,032 in assets under management and provides investment advisory services for 340 clients. There are currently 5 financial advisors at the firm.
General Information
Firm CRD#:
139564
Firm SEC#:
801-126023
Assets Under Management:
$164,254,032
No. of Clients:
340
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals and newsletters, Education seminars/workshops, Other (FINANCIAL CONSULTING/PLANNING)
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