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Theodore T Tu

COASTEDGE PARTNERS, LLC·LA JOLLA, California
Unclaimed Profile
888 PROSPECT ST., LA JOLLA, CA 92037CRD# 2074409Firm CRD# 149685
01

About

Theodore T Tu 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
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# 2074409
Firm CRD# 149685
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Theodore T Tu offer?
Theodore T Tu specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LA JOLLA, California for a consultation.
What are Theodore T Tu's credentials?
Theodore T Tu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore T Tu located?
Theodore T Tu 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 Theodore T Tu charge for services?
Theodore T Tu'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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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