Coastal Capital Group Inc

  • Investment Bank/Securities Brokerage
  • Danvers MA
  • 9 employees
  • Investment Management
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Company Overview

Headquarters
222 Rosewood Dr Fl 2, Danvers MA
Website
coastalcapitalgroup.com
Phone
(978) 777-3116
Employees
9
Founded in
2005
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$11B

Total Funding Amount

$150,000M

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Who is Coastal Capital Group Inc

Coastal Capital Group Inc. is a privately held company based in Danvers, Massachusetts. The company employs 9 people and generates approximately $11 million in annual revenue. Coastal Capital Group Inc. provides financial guidance and investment advice to its clients. They aim to help clients achieve financial stability and security, ultimately leading to financial independence. The company emphasizes a personalized approach to financial management, focusing on education and understanding a client's current financial situation to make informed decisions about their future. Coastal Capital Group Inc. distinguishes itself through its experienced team of professionals who take a hands-on approach to financial guidance. They prioritize building strong relationships with clients, acting as advisors and partners in achieving their financial goals. Clients can reach Coastal Capital Group Inc. via email at [email protected] or by phone at (978) 777-3116. Investment advice is offered through Coastal Capital Group, Inc., a Registered Investment Advisor. Securities are offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC.

Coastal Capital Group Inc Industry Tags

Investments
Insurance
Financial Planning
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Coastal Capital Group Inc Tech Stack

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FAQ

What is the location of Coastal Capital Group Inc's headquarters?
The headquarters of Coastal Capital Group Inc are situated at 222 Rosewood Dr Fl 2, Danvers MA
What is Coastal Capital Group Inc's phone number?
Coastal Capital Group Inc's contact number is (978) 777-3116.
What is Coastal Capital Group Inc's official website?
The official website of Coastal Capital Group Inc can be found at coastalcapitalgroup.com.
What is Coastal Capital Group Inc's current revenue?
As of November 2019, Coastal Capital Group Inc's annual revenue reached $11B.
How many employees does Coastal Capital Group Inc currently have?
Coastal Capital Group Inc employs approximately 9+ people as of November 2019
Which industries is Coastal Capital Group Inc primarily operating in?
Coastal Capital Group Inc operates in the following industries: Investment Management
What are Coastal Capital Group Inc's industry tags?
Coastal Capital Group Inc's industry tags include: Investments, Insurance, Financial Planning
What is Coastal Capital Group Inc's total funding to date?
Coastal Capital Group Inc has secured $150,000M as of November 2019
When was Coastal Capital Group Inc founded?
Coastal Capital Group Inc was founded in 2005.

Employee Directory

Key Employees

Jim Horrocks

Managing Director & Chief Executive Officer

Phone Email

Mark Sullivan

Relationship Manager

Phone Email

John Carey

Director, Risk Solutions

Phone Email

Nicole Pena

Relationship Coordinator

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