The COASTAL INVESTMENT ADVISORS, INC. is a privately held investment adviser that advises $385.39mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. COASTAL INVESTMENT ADVISORS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 41.3% over the last 5-years.
The Group has been registered with the SEC for 19.16 years and is comprised of 1 filing and 0 relying advisers. They operate out of 25 office locations with their Headquarters at 1201 N. ORANGE STREET SUITE 729, WILMINGTON, DELAWARE. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 61 employees comprised of 54 investment and 7 non-investment staff. The total number of Employees decreased by 3.17% over the last 5-years.
Their $385.39mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 18 other accounts. Assets of High Net Worth Individuals clients own $202.48mn or 52.54% of Total Assets and Individuals own $175.89mn or 45.64% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
COASTAL INVESTMENT ADVISORS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.