Coastal Bridge Advisors

  • Financial Services
  • Westport CT
  • 25 employees
  • Financial Services
Get Full Info

Company Overview

Website
coastalbridgeadvisors.com
Phone
(203) 683-1530
Employees
25
Founded in
2008
Industry
Financial Services
More Details

Financials & Stats

Revenue

$10B

More Financials

Recent News & Media

Kimberly Rae Nelson

  • Mar 15, 2025
  • latimes.com

Bogart Wealth Introduces Executive Leader Jeffrey Fuhrman as President

  • Feb 25, 2025
  • businesswire.com

Boys & Girls Club of Milford, CT Annual Gala Details Announced

  • Feb 14, 2025
  • patch.com

Another intra-network RIA merger at Focus Financial

  • Dec 19, 2024
  • investmentnews.com

Coastal Bridge Advisors to Merge with Fellow Focus Partner Firm TrinityPoint Wealth

  • Dec 19, 2024
  • businesswire.com

$2.8bn Coastal Bridge in talks to merge with fellow Focus partner TrinityPoint -sources

  • Oct 18, 2024
  • citywire.com

Company Leadership

Kevin Burns

Founding Partner

Phone Email
Jim Pratt-Heaney

Founding Partner

Phone Email
Bill Loftus

Founding Partner

Phone Email
Jeff Fuhrman

President

Phone Email

Coastal Bridge Advisors Industry Tags

Wealth Management
Financial Planning
Tax Advice
Portfolio Management
Trust and Estate Planning
Wealth Transfers
Family Office Services
Philanthropic Planning
View All Industry Tags

Companies Similar to Coastal Bridge Advisors

Analyze industry trends and opportunities by examining competitors and companies comparable to Coastal Bridge Advisors, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
10M 12 New York, NY
10M 71 New York, NY 1979
10M 96 Atlanta, GA 2012
10M 35 Dallas, TX 1961
10M 5 San Antonio, TX 2009
View More Companies

FAQ

What is the location of Coastal Bridge Advisors's headquarters?
The headquarters of Coastal Bridge Advisors are situated at 54 Wilton Road, Westport CT
What is Coastal Bridge Advisors's phone number?
Coastal Bridge Advisors's contact number is (203) 683-1530.
What is Coastal Bridge Advisors's official website?
The official website of Coastal Bridge Advisors can be found at coastalbridgeadvisors.com.
What is Coastal Bridge Advisors's current revenue?
As of June 2023, Coastal Bridge Advisors's annual revenue reached $10B.
How many employees does Coastal Bridge Advisors currently have?
Coastal Bridge Advisors employs approximately 25+ people as of June 2023
Which industries is Coastal Bridge Advisors primarily operating in?
Coastal Bridge Advisors operates in the following industries: Finance, Credit
Who is the Founding Partner of Coastal Bridge Advisors?
Coastal Bridge Advisors's Founding Partner is Kevin Burns
What are Coastal Bridge Advisors's industry tags?
Coastal Bridge Advisors's industry tags include: Wealth Management, Financial Planning, Tax Advice
When was Coastal Bridge Advisors founded?
Coastal Bridge Advisors was founded in 2008.

Employee Directory

Key Employees

Mike Kazakewich

Partner

Phone Email

David James

Managing Director

Phone Email

Flavio Sampaio

Support Advisor - Client Operations

Phone Email