Falists
← Back to search

COASTAL EQUITY MANAGEMENT, LLC

CRD 331518 · SEC 801-131249

Visit website

700 SOUTH PALAFOX STREET,, SUITE 300, PENSACOLA, FL, 32502, United States

Phone

850-435-4844

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$7.3M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Portfolio management (investment companies)

Client types

TypeClientsAUM
Investment companies1$7.3M

States served

FL

All web addresses on file

Official SEC filing: View on IAPD