Coastwise Capital Group, LLC is an adviser based in La Jolla. It manages $36.93 million of regulatory assets for 199 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Coastwise Capital Group provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, publication of newsletters, educational seminars and workshops, and consulting. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Coastwise Capital Group, LLC is $36.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Coastwise Capital Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Coastwise Capital Group, LLC performs its advisory services is located at 888 Prospect Street, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-454-6670 or by fax 858-454-6695. The normal business hours are 8:00am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.coastwisegroup.com.