NetworkยทFamily Office

Coastwise Capital Group, LLC

Unclaimed

๐Ÿ“ LA JOLLA, CA

Family Officebusiness services
www.coastwisegroup.com โ†—

SEC CRD #801-126023

About

Coastwise Capital Group is an independent wealth management and financial advisory firm serving affluent individuals, families, and institutions with customized portfolio management and comprehensive financial planning services.

Key Contact

BS

BRAD SAENZ

CCO

๐Ÿ“ž (858) 454-6670

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Geographic Focus

la jolla
โ„น

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AUM

$212M

Location

LA JOLLA, CA

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