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Christopher Dean Petitt

COAST ASSET MANAGEMENT, LLC·SANTA MONICA, California
Clean recordCOAST ASSET MANAGEMENT, LLC
2450 COLORADO AVENUE, SANTA MONICA, CA 90404CRD# 2471544Firm CRD# 108484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Dean Petitt · SANTA MONICA, CA
Registration
CRD #2471544 · COAST ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Dean Petitt is a registered financial advisor based in SANTA MONICA, California, affiliated with COAST ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
COAST ASSET MANAGEMENT, LLC
COAST ASSET MANAGEMENT, LLC
AUM
$3.4B
Regulatory assets under management
Employees
10
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2471544
Firm CRD# 108484
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05

Frequently Asked Questions

What services does Christopher Dean Petitt offer?
Christopher Dean Petitt specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.
What are Christopher Dean Petitt's credentials?
Christopher Dean Petitt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Dean Petitt located?
Christopher Dean Petitt is based in SANTA MONICA, California, working with COAST ASSET MANAGEMENT, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Christopher Dean Petitt charge for services?
Christopher Dean Petitt's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COAST ASSET MANAGEMENT, LLC?
COAST ASSET MANAGEMENT, LLC has approximately 10 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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