COASTWISE CAPITAL GROUP, LLC - Financial Advisor in California, La Jolla

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

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