COASTAL BRIDGE ADVISORS - Financial Advisor in Connecticut, Westport

Tel: 203-683-1530 54 Wilton Road 1st Floor Westport, Connecticut 06880

About COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS is a Westport, Connecticut based financial advisory firm with nearly $2,814,677,305 in assets under management and provides investment advisory services for 4259 clients. There are currently 25 financial advisors at the firm.

General Information

Firm CRD#:

152569

Firm SEC#:

801-70943

Assets Under Management:

$2,814,677,305

No. of Clients:

4259

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Fixed fees

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