COASTAL INVESTMENT ADVISORS, INC.

HTTP://WWW.COASTAL-ONE.COM WILMINGTON, DE Investment Advisor How do I update this listing?

Coastal Investment Advisors is based out of Wilmington. Coastal Investment Advisors is a large advisory firm with 2698 clients and discretionary assets under management (AUM) of $326,677,955 (Form ADV from 2019-03-29). Their last reported 13F filing for Q1 2019 included $219,573,000 in managed 13F securities and a top 10 holdings concentration of 12.99%. Coastal Investment Advisors's largest holding is Apple Inc with shares held of 35,957. Whalewisdom has at least 1 13F filings

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03/31/2019

Top Sells

  • Name% Change

03/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 6.76%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

COASTAL INVESTMENT ADVISORS
1201 N. ORANGE STREET SUITE 729
WILMINGTON DE    19801
Country: United States

Business Phone: 888-657-5200
Fax: 302-250-4731
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NJ
Number of employees: 61
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 2698
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (2),11.C (4),11.C (5),11.E (1),11.E (2),11.E (4),11.H (2)
Data above was derived from SEC filings.

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