Coastal Capital Group

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

222 Rosewood Dr Fl 2, Danvers, Massachus...

Phone Number

(978) 777-3116

Revenue

$10.5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Coastal Capital Group

Coastal Capital Advisors is a full-service financial planning firm dedicated to helping clients achieve their personal financial goals with unmatched honesty, integrity, and accountability. They focus on understanding each client's unique needs and tailoring customized financial plans that are easy to comprehend and implement. The firm emphasizes constant communication and commitment to client relationships, ensuring that clients can enjoy life while their financial matters are expertly managed. Their services are primarily aimed at individuals and families seeking personalized wealth management solutions.Explore more
Coastal Capital Group's Social MediaPopular SearchesCoastal Capital Group LLCCoastal Capital Advisors LLCCoastal Capital GroupCoastal Capital AdvisorsCoastal Capital LLCSIC Code 62,628NAICS Code 52,523Show more

Coastal Capital Group Org Chart

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Chief Investment Officer

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Managing Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coastal Capital Group

$10.5M
1-10
Private
<$5M
2005
DD
David DoyleChief Investment Officer
$5M
1-10
Private
-
2012
David Wilson, Founder & Chief Executive Officer at Generational Wealth Management
David WilsonFounder & CEO
<$5M
1-10
Private
-
-
RH
Robert HurstCEO & Founder
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2018
<$5M
1-10
Private
-
2021
DO
Derek OlsonVice President. Managing Partner, Financial Advisor
<$5M
1-10
Private
-
2005
MN
Matthew NorwoodCertified Financial Planner
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Company Profile Activity

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Activity Insights

Coastal Capital Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Coastal Capital Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coastal Capital Group.

Coastal Capital Group financials insights

Gather financial insights about Coastal Capital Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Coastal Capital Group Tech Stack

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Coastal Capital Group News & Media

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Frequently Asked Questions Regarding Coastal Capital Group

What is Coastal Capital Group's official website?
Coastal Capital Group's official website is www.coastalcapitaladv.com
What is Coastal Capital Group's Revenue?
Coastal Capital Group's revenue is $10.5 Million
What is Coastal Capital Group's SIC code?
Coastal Capital Group's SIC: 62,628
What is Coastal Capital Group's NAICS code?
Coastal Capital Group's NAICS: 52,523
How many employees does Coastal Capital Group have?
Coastal Capital Group has 1-10 employees
What industry does Coastal Capital Group belong to?
Coastal Capital Group is in the industry of: Finance, Securities Trading
What is Coastal Capital Group competition?
Coastal Capital Group top competitors include: Hurst Financial Consulting, Panichi Blair Wealth Advisors, Generational Wealth Management, Bloomingdale Investments
What technology does Coastal Capital Group use?
Some of the popular technologies that Coastal Capital Group uses are: Google Cloud DNS, Google Cloud Platform, Microsoft 365, GoDaddy DNS
How do I contact Coastal Capital Group?
Coastal Capital Group contact info: Phone number: (978) 777-3116 Website: www.coastalcapitaladv.com
What does Coastal Capital Group do?

Coastal Capital Advisors is a full-service financial planning firm dedicated to helping clients achieve their personal financial goals with unmatched honesty, integrity, and accountability. They focus on understanding each client's unique needs and tailoring customized financial plans that are easy to comprehend and implement. The firm emphasizes c... onstant communication and commitment to client relationships, ensuring that clients can enjoy life while their financial matters are expertly managed. Their services are primarily aimed at individuals and families seeking personalized wealth management solutions.Read More

What are Coastal Capital Group social media links?
Coastal Capital Group Linkedin page Coastal Capital Group Twitter page Coastal Capital Group Facebook page
Is Coastal Capital Group a public company?
Coastal Capital Group is private company therefore does not currently have an official ticker symbol
See more information about Coastal Capital Group

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