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COASTEDGE PARTNERS, LLC
COASTEDGE PARTNERS, LLC
LA JOLLA, California
·
10 registered advisors
·
CRD# 149685
SEC# 801-70877
0
858-997-2777
01
Firm Overview
AUM
$1.7B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at COASTEDGE PARTNERS, LLC
10 registered advisors
Alexander Francis Ponchak
LA JOLLA, California
CRD# 7891546
David L. Eigen
LA JOLLA, California
CRD# 4785461
Jessica Sloop Effress
LA JOLLA, California
CRD# 6774822
Lauren Michelle Simpson
LA JOLLA, California
CRD# 6468279
Mehmet Ilker Budak
LA JOLLA, California
CRD# 4431479
Nancy Thuy Vo Hamada
LA JOLLA, California
CRD# 5237655
Parker A Bush
LA JOLLA, California
CRD# 6077208
Steven Scott Simpson
LA JOLLA, California
CRD# 4668252
Theodore T Tu
LA JOLLA, California
CRD# 2074409
William Jay Kullback
LA JOLLA, California
CRD# 6037129
05
Office Locations
LA JOLLA, California
10 advisors
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Data sourced from SEC Form ADV filings. COASTEDGE PARTNERS, LLC (CRD# 149685) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.