Coastal Bridge Advisors

EST. AUM
$5,020,879,705

CONTACTS
22

CLIENT ACCOUNTS
11,505

Firm Details

Metro area Stamford
CRD Number 152569
Website coastalbridgeadvisors.com
Client types

Overview

When Coastal Bridge Advisors was formed, their objective was to put the client first, providing a real alternative to the big banks and brokerage houses. They were intent on creating a new business model. As for the timing, that's another story. * Focus Financial Partners affiliate RIAs Coastal Bridge and TrinityPoint are looking to merge, according to an October 18, 2024 report. *

Platform Details

See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Coastal Bridge Advisors

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