Also known as coastwise
Coastwise Capital Group is an independent money management firm based in La Jolla, California, founded in 2006. It serves affluent individuals, families and institutions with customized investment portfolios and financial advice. Assets under management are reported at about $130 million. The firm describes a financial planning-led approach to investment management that addresses all aspects of a client's financial life. It also publishes a newsletter, hosts events including sessions on using stock options, and has authored a book on trading stocks and options.
Public regulatory records matched to Coastwise Capital Group from SEC and IRS filings.
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Coastwise Capital Group is a wealth manager based in La Jolla, United States, managing approximately $130M in assets.
Coastwise Capital Group is headquartered in La Jolla, United States.
Coastwise Capital Group manages approximately $130M in assets under management.
Coastwise Capital Group was founded in 2006.
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