Coastal Equity Management

EST. AUM
$1,460,000

CONTACTS
2

CLIENT ACCOUNTS
1

Firm Details

Metro area Tallahassee
CRD Number 331518
Website coastalequitymanagement.com
Client types

Overview

Coastal Equity Management is an investment firm founded by Scott McCaghren and Bruce Marshall, who have a combined 50 years of experience in wealth management. The firm develops and manages investment funds with a focus on risk and return management, using cost-conscious and structured fund strategies.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

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

Coastal Equity Management

Platform Details

Investment Preferences

Alternative Activity

Address

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