Unclaimed Profile

Madhav Misra

COAST ASSET MANAGEMENT, LLC·SANTA MONICA, California

Clean recordCOAST ASSET MANAGEMENT, LLC

2450 COLORADO AVENUE, SANTA MONICA, CA 90404CRD# 2311172Firm CRD# 108484

Profile Verification

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

Identity

Madhav Misra · SANTA MONICA, CA

Registration

CRD #2311172 · COAST ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Madhav Misra 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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

COAST ASSET MANAGEMENT, LLC

AUM

$3.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COAST ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2311172

Firm CRD# 108484

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Madhav Misra offer?

Madhav Misra specializes in Retirement Planning. Contact their office in SANTA MONICA, California for a consultation.

What are Madhav Misra's credentials?

Madhav Misra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Madhav Misra located?

Madhav Misra 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 Madhav Misra charge for services?

Madhav Misra'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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