COASTAL EQUITY MANAGEMENT, LLC

PENSACOLA, Florida·2 registered advisors·CRD# 331518
SEC# 801-1312490850-435-4844
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at COASTAL EQUITY MANAGEMENT, LLC

2 registered advisors
Howard Bruce Marshall
PENSACOLA, Florida
Scott Ryan Mccaghren
PENSACOLA, Florida
05

Office Locations

PENSACOLA, Florida
2 advisors

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Data sourced from SEC Form ADV filings. COASTAL EQUITY MANAGEMENT, LLC (CRD# 331518) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.