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COASTAL WAY FINANCIAL GROUP, LLC
CRD 285844
900 N. OLIVE AVENUE, WEST PALM BEACH, FL, 33401, United States
Phone
561-328-2759
Fax
561-584-7790
Registration
— (—)
Source
State registered
Total AUM
$66.2M
Discretionary AUM
$66.2M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $6.5M |
| High net worth individuals | 4 | $59.7M |
All web addresses on file
Official SEC filing: View on IAPD