Coastal Way Financial Group, LLC
Coastal Way Financial Group, LLC (CRD# 285844) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $9,175,951 in 36 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Coastal Way Financial Group, LLC
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts36ACCOUNTS
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Average Account Value$254,888
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY
Financial Advisors at Coastal Way Financial Group, LLC
1
Andrew Kleinman (CRD# 4327162) is an Investment Advisor Representative working at Coastal Way Financial Group, LLC in West Palm Beach, FL and has over 23 years of experience in the finance industry.
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