Unclaimed Profile

David L. Eigen

INTEGRIS, LLC·LA JOLLA, California

Series 65Clean record11 years registeredINTEGRIS, LLC

1020 PROSPECT ST., LA JOLLA, CA 92037CRD# 4785461Firm CRD# 149685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David L. Eigen · LA JOLLA, CA

Registration

CRD #4785461 · INTEGRIS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INTEGRIS, LLC

POST ROAD CAPITAL MANAGEMENT, LLC

Mar 2015 – Dec 2017

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 9, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COASTEDGE PARTNERS, LLC

CRD 149685 · SEC 801-70877

AUM

$1.7B

Regulatory assets under management

Employees

1,070 client accounts

Services offered by COASTEDGE PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at COASTEDGE PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does David L. Eigen offer?

David L. Eigen specializes in Financial Planning, Investment Management, Retirement Planning.

What are David L. Eigen's credentials?

David L. Eigen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David L. Eigen located?

David L. Eigen is based in LA JOLLA, California, last registered with INTEGRIS, LLC.

How does David L. Eigen charge for services?

David L. Eigen's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRIS, LLC?

INTEGRIS, LLC has approximately 17 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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