Coastal Wealth

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

28202 Cabot Rd Ste 260, Laguna Niguel, C...

Phone Number

(949) 456-8004

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Coastal Wealth

Coastal Wealth Inc. is an independent financial planning and investment management firm focused on providing sound advice paired with a dedication to superior customer service.Explore more
Coastal Wealth's Social MediaPopular SearchesCoastal Wealth IncCoastal WealthCoastal View Financial IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Coastal Wealth

<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2015
SM
Sam MataranyikaRegional Director, Capital Projects
<$5M
1-10
Private
-
2005
BH
Benjamin HoldenInvestment Advisor
<$5M
1-10
Private
-
1984
AS
Allison SchwartzManager, Client Services
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Coastal Wealth Tech Stack

A closer look at the technologies used by Coastal Wealth

Top Finance Companies

Frequently Asked Questions Regarding Coastal Wealth

What is Coastal Wealth's official website?
Coastal Wealth's official website is www.coastalwealthinc.com
What is Coastal Wealth's Revenue?
Coastal Wealth's revenue is <$5 Million
What is Coastal Wealth's SIC code?
Coastal Wealth's SIC: 62,628
What is Coastal Wealth's NAICS code?
Coastal Wealth's NAICS: 52,523
How many employees does Coastal Wealth have?
Coastal Wealth has 1-10 employees
What industry does Coastal Wealth belong to?
Coastal Wealth is in the industry of: Finance, Securities Trading
What is Coastal Wealth competition?
Coastal Wealth top competitors include: Strategic Retirement Group, BRS Financial Group, Commonwealth Financial Network, GB Financial Services
What technology does Coastal Wealth use?
Some of the popular technologies that Coastal Wealth uses are: DocuSign, Cloudflare Website Optimization, HubSpot, Google Tag Manager
How do I contact Coastal Wealth?
Coastal Wealth contact info: Phone number: (949) 456-8004 Website: www.coastalwealthinc.com
What does Coastal Wealth do?

Coastal Wealth Inc. is an independent financial planning and investment management firm focused on providing sound advice paired with a dedication to superior customer service.... Read More

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

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