Coastal Capital Advisors

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Coastal Capital Advisors — overview

Assets Under Management

Type

Wealth Manager

Location

Santa Barbara, CA, US

Alternative Asset Classes

-

About

Coastal Capital Advisors is a US-based wealth manager. The firm provides investment advisory services to its clients on discretionary basis. It provides financial planning, portfolio management, wealth and investment management services to individuals, high-net-worth individuals, trusts, estates, business entities, charitable organizations and pension and profit-sharing plans.

Coastal Capital Advisors - known decision makers (2)

Contact NamePositionLocationEmailTelephoneAsset Class
Founder & Chief Operating OfficerSanta Barbara, USGEN
Co-Founder & Chief Executive OfficerSanta Barbara, USGEN

Showing 2 of 2 known decision makers Coastal Capital Advisors

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