Company Overview
- Website
- coastalbridgeadvisors.com
- Phone
- (203) 683-1530
- Employees
- 25
- Founded in
- 2008
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
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
Coastal Bridge Advisors Industry Tags
Wealth Management
Financial Planning
Tax Advice
Portfolio Management
Trust and Estate Planning
Wealth Transfers
Family Office Services
Philanthropic Planning
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 |
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.