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Lauren Michelle Simpson

COASTEDGE PARTNERS, LLC·LA JOLLA, California
Clean recordCOASTEDGE PARTNERS, LLC
888 PROSPECT ST., LA JOLLA, CA 92037CRD# 6468279Firm CRD# 149685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lauren Michelle Simpson · LA JOLLA, CA
Registration
CRD #6468279 · COASTEDGE PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lauren Michelle Simpson is a registered financial advisor based in LA JOLLA, California, affiliated with COASTEDGE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
COASTEDGE PARTNERS, LLC
COASTEDGE PARTNERS, LLC
AUM
$1.7B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at COASTEDGE PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6468279
Firm CRD# 149685
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lauren Michelle Simpson offer?
Lauren Michelle Simpson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LA JOLLA, California for a consultation.
What are Lauren Michelle Simpson's credentials?
Lauren Michelle Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lauren Michelle Simpson located?
Lauren Michelle Simpson is based in LA JOLLA, California, working with COASTEDGE PARTNERS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Lauren Michelle Simpson charge for services?
Lauren Michelle Simpson'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 COASTEDGE PARTNERS, LLC?
COASTEDGE PARTNERS, 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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Other Advisors at COASTEDGE PARTNERS, LLC

Steven Scott Simpson
LA JOLLA, CA
Theodore T Tu
LA JOLLA, CA
Mehmet Ilker Budak
LA JOLLA, CA
Parker A Bush
LA JOLLA, CA
Alexander Francis Ponchak
LA JOLLA, CA
David L. Eigen
LA JOLLA, CA

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Research
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