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COASTAL FINANCIAL PLANNING, INC.
CRD 117649
640 GEORGE WASHINGTON HIGHWAY, SUITE 103; BUILDING B, LINCOLN, RI, 02865-3935, United States
Phone
401-727-8151
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.0M
Discretionary AUM
$35.3M
Team
1 total employees; 1 advisory reps; 7 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 53 | $37.0M |
All web addresses on file
Official SEC filing: View on IAPD