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COASTAL BRIDGE ADVISORS
COASTAL BRIDGE ADVISORS, LLC
CRD 152569 · SEC 801-70943
54 WILTON ROAD, 1ST FLOOR, WESTPORT, CT, 06880, United States
Phone
203-683-1530
Fax
203-683-1531
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.02B
Discretionary AUM
$4.81B
Team
46 total employees; 25 advisory reps; 10 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; REV. SHARING W/FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1267 | $573.6M |
| High net worth individuals | 579 | $3.85B |
| Pension/profit sharing plans | 107 | $254.4M |
| Charitable organizations | 12 | $10.8M |
| State/municipal entities | 8 | $119.8M |
| Corporations/business entities | 24 | $24.9M |
States served
VT, AZ, CA, CO, GA, IL, LA, ME, MD, MA, MN, NV, NJ, NY, NC, PA, RI, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD