Southcoast Advisory Group, Inc

Overview

Southcoast Advisory Group, Inc. is organized as a corporation with individual ownership and positions itself as an advisory practice focused on portfolio management for individuals and small businesses. The firm charges advisory fees based on a percentage of assets under management and is not identified in the record as an active ESG investor or a multi-state adviser. FINTRX classifies the firm as unclassified and notes it is not a capital allocator, pension consultant, or related adviser. The firm’s reported industry relationships include affiliations with an insurance company and a real estate broker, which align with the product types and distribution channels referenced elsewhere in the profile.

Assets & Accounts

Investments & Alternatives

Location & Offices