Coastal Bridge Advisors

RIASEC RegisteredEst. 2009

Total AUM

$5B

Discretionary

$4.8B

96% of AUM

Avg account

$436K

Accounts

11,505

Employees

Advisory reps

Firm details

Headquarters: Westport, Connecticut
CRD number: 152569
Registered since: December 1, 2009
Website: www.coastalbridgeadvisors.com
Custodians: PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI76.64%
Individuals11.42%
Pension & Profit Sharing Plans5.07%
Insurance Companies3.77%
State / Municipal Government2.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Coastal Bridge Advisors LLC is an independent registered investment adviser that has been SEC-registered since 2009. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, directing client capital to external managers when appropriate. Its service mix includes financial planning and portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. It also conducts insurance brokerage and other financial product sales as part of its business activities. Fee arrangements are flexible: the firm charges percentage-of-AUM fees alongside hourly, fixed and other fee structures. Coastal Bridge Advisors has received industry recognition, including placements on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms in 2022.