|
⚲
|
| Coast Advisory LLC
✚
|
|
|---|---|
| CRD # | 340229 |
| SEC # | 801-135293 |
| CIK # | |
| AUM | $122.5 M (2026-06-02) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 262-977-9907 |
| Address | 2100 Church St, East Troy, WI 53120 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 523 | 91.0 |
| (b) Individuals (high net worth individuals) | 21 | 30.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 869 | 122.5 |
| By Discretionary | ||
| Discretionary | 869 | 122.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 869 | 122.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.5 | |
| Total | 869 | 122.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Investment Consultants LLC
✚
|
0.1 | |
|
Wassaw Sound Management LLC
✚
|
GA | 0.1 |
|
Every Securities LLC
✚
|
CA | 0.1 |
|
Main Line Group Wealth Management LLC
✚
|
0.1 | |
|
Maynerich Financial
✚
|
IL | 0.1 |
|
Castlebar Asset Management LLC
✚
|
KS | 0.1 |
|
Integrated Wealth Advisors LLC
✚
|
WA | 0.1 |
|
Pegasus Financial Group LLC
✚
|
VA | 0.1 |
|
Arbor Financial Services LLC
✚
|
IL | 0.1 |
|
Pacific Coast Investment Advisors LLC
✚
|
OR | 0.1 |