National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > california > la jolla

COASTEDGE PARTNERS, LLC

Tel: 858-997-2777
888 Prospect St.
Suite 220
La Jolla, California  92037

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

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

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

Firm CRD#:

149685

SEC#:

801-70877

No. of Clients:

1070

Assets under Management

$1,650,333,000

No. of Advisors:

17

More Financial Advisory Firms in La Jolla, California

More Firms in La Jolla, California >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.