Company Overview
- Headquarters
- PO Box 131646, Houston TX
- Website
- coastal-wealth.com
- Phone
- (713) 621-****
- Employees
- 5
- Industry
- Financial Services
- NAICS Codes
-
56 - Administrative and Support and Waste Management and Remediation Services561 - Administrative and Support Services5611 - Office Administrative Services56111 - Office Administrative Services561110 - Office Administrative Services
- SIC Codes
-
87 - Engineering, Accounting, Research, Management, and Related Services874 - Management and Public Relations Services
Financials & Stats
Revenue
$0B
Who is Costal Wealth Management Inc
Coastal Wealth Management, LP is a registered investment advisor (RIA) headquartered in Houston, Texas. The company employs 5 to 9 individuals and generates approximately $2.5 million in annual revenue. Coastal Wealth Management specializes in the active daily management of individual and pooled accounts. Their investment strategy primarily utilizes mutual funds and exchange traded funds (ETFs). The firm serves both domestic and international individuals and businesses, tailoring their approach to maximize returns while effectively managing risk. As a registered investment advisor, Coastal Wealth Management adheres to strict regulatory standards and fiduciary responsibilities, prioritizing the best interests of their clients. Their active management style allows them to adapt to changing market conditions and make timely adjustments to portfolios. To learn more about Coastal Wealth Management's services and investment philosophy, visit their website at coastal-wealth.com.
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| 0M | 5 | Draper, UT | 2004 | |
| 0M | 5 | Saint Charles, MO | 1992 | |
| 0M | 4 | |||
| 0M | 7 | Rocklin, CA | 1998 | |
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