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COASTAL BRIDGE ADVISORS
Tel: 203-683-1530
54 Wilton Road 1st Floor
Westport, Connecticut 06880
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
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
Firm CRD#:
152569
SEC#:
801-70943
No. of Clients:
4259
Assets under Management
$2,814,677,305
No. of Advisors:
25
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