Coastal Bridge Advisors
Highly Engaged Employees
Highly Engaged EmployeesFinance · Connecticut, United States · 11-50 Employees
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Overview
Headquarters
54 Wilton Rd, Westport, Connecticut, 068...Phone Number
(203) 683-1530Revenue
$11.8 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
2
2
1
1
2
1
About Coastal Bridge Advisors
Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim to provide better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to "Uncomplicate It" for clients, which means explaining even the most complex concepts in a way that delivers the simple clarity clients deserve. The firm is focused on helping its clients more clearly plan for retirement, more simply transfer wealth to future generations and more effortlessly enjoy the lifestyle they want today.Explore more
Coastal Bridge Advisors Org Chart
PR
Chief Administrative Officer
VW
Chief of Staff
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Revenue
Number of Employees
Type
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<$5M
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2015
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PL
Paul LaViolaManager, Wealth Certified Financial & Planner & Co-Founder & Fee-Only Advisor
Company Profile Activity
Activity Insights
Coastal Bridge Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Coastal Bridge Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Coastal Bridge Advisors.
Coastal Bridge Advisors Tech Stack
A closer look at the technologies used by Coastal Bridge Advisors
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Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Person-Based
Mergers
Person-Based
Left Company
Executive Move
Executive Moves, Left Company
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Frequently Asked Questions Regarding Coastal Bridge Advisors
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Coastal Bridge Advisors is an independent registered investment adviser founded in 2008 with the aim to provide better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. Its goal is to "Uncomplicate It" for clients, which means explaining even the most complex concepts in a way that delivers the simple... Read More
