COASTAL INVESTMENT COMPANY, LLC

WINTER PARK, Florida·4 registered advisors·CRD# 322164
SEC# 801-1308120888-411-2280
01

Firm Overview

AUM
$161M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at COASTAL INVESTMENT COMPANY, LLC

4 registered advisors
Gregory Meerbaum
WINTER PARK, Florida
Keith Ahrens
WINTER PARK, Florida
Travis Jon Barr
WINTER PARK, Florida
Tyler Bloechinger
WINTER PARK, Florida
05

Office Locations

WINTER PARK, Florida
4 advisors

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Data sourced from SEC Form ADV filings. COASTAL INVESTMENT COMPANY, LLC (CRD# 322164) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.