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Patrick Burns Fischer

COASTWISE CAPITAL GROUP, LLC·LA JOLLA, California
Series 65Clean record5 years registeredCOASTWISE CAPITAL GROUP, LLC
7777 FAY AVENUE, LA JOLLA, CA 92037CRD# 7289140Firm CRD# 139564

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Burns Fischer · LA JOLLA, CA
Registration
CRD #7289140 · COASTWISE CAPITAL GROUP, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

COASTWISE CAPITAL GROUP, LLC
Aug 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 26, 2020
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COASTWISE CAPITAL GROUP, LLC
CRD 139564 · SEC 801-126023
AUM
$164M
Regulatory assets under management
Employees
5
340 client accounts
Services offered by COASTWISE CAPITAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at COASTWISE CAPITAL GROUP, LLC →
Introduction

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05

Frequently Asked Questions

What services does Patrick Burns Fischer offer?
Patrick Burns Fischer specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.
What are Patrick Burns Fischer's credentials?
Patrick Burns Fischer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Burns Fischer located?
Patrick Burns Fischer is based in LA JOLLA, California, working with COASTWISE CAPITAL GROUP, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Patrick Burns Fischer charge for services?
Patrick Burns Fischer's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COASTWISE CAPITAL GROUP, LLC?
COASTWISE CAPITAL GROUP, LLC has approximately 5 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Scott Galen Kyle
LA JOLLA, CA

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