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COASTWISE CAPITAL GROUP, LLC
COASTWISE CAPITAL GROUP, LLC
LA JOLLA, California
·
2 registered advisors
·
CRD# 139564
SEC# 801-126023
0
858-454-6670
01
Firm Overview
AUM
$164M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at COASTWISE CAPITAL GROUP, LLC
2 registered advisors
Patrick Burns Fischer
LA JOLLA, California
CRD# 7289140
Scott Galen Kyle
LA JOLLA, California
CRD# 4896786
05
Office Locations
LA JOLLA, California
2 advisors
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Data sourced from SEC Form ADV filings. COASTWISE CAPITAL GROUP, LLC (CRD# 139564) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.