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COAST ADVISORY LLC
CRD 340229 · SEC 801-135293
2100 CHURCH ST.,, SUITE 200, EAST TROY, WI, 53120, United States
Phone
262-977-9907
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.5M
Discretionary AUM
$122.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 523 | $91.0M |
| High net worth individuals | 21 | $30.1M |
| Charitable organizations | 2 | $1.4M |
States served
WI
All web addresses on file
Official SEC filing: View on IAPD