COASTAL BRIDGE ADVISORS

RIASEC RegisteredEst. 2009

Total AUM

$5B

Discretionary

$4.8B

96% of AUM

Avg account

$436K

Accounts

11,505

Employees

Advisory reps

Firm details

Headquarters: WESTPORT, Connecticut
CRD number: 152569
Registered since: December 1, 2009
Website: www.coastalbridgeadvisors.com
Custodians: PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI76.64%
Individuals11.42%
Pension & Profit Sharing Plans5.07%
Insurance Companies3.77%
State / Municipal Government2.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Coastal Bridge Advisors is an independent registered investment adviser organized as an LLC and operating since 2009. The firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Coastal Bridge also conducts insurance brokerage and other financial product distribution as part of its business activities. The firm charges a mix of percentage-of-AUM, hourly, fixed and other fee types and indicates it deploys third‑party managers as part of its allocation process. Industry recognition includes placement on FA Magazine’s Top RIA Firms list in 2020 and CNBC’s Top 100 Financial Advisory Firms list in 2022.