Coastal Wealth Competitors, Revenue and Alternatives
Estimated Revenue & Financials
- Coastal Wealth's estimated annual revenue is currently $41.4M per year.
- Coastal Wealth's estimated revenue per employee is $210,000
- Coastal Wealth has 197 Employees.
- Coastal Wealth grew their employee count by 24% last year.
- Coastal Wealth currently has 1 job openings.
|Competitor Name||Revenue||Number of Employees||Employee Growth||Total Funding|
|Latin American ...||$10.7M||51||6%||N/A|
|Eglin Federal C...||$20.4M||97||N/A||N/A|
What Is Coastal Wealth?
At Coastal Wealth, we work closely with you to determine your goals and help you make good decisions in order to be financially prepared for the next stage of your life. Whether you want to help ensure you don't outlive your income, or protect your growing business, we can help you achieve your long-term financial goals. _____ MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. L0816476013[exp0818][All States][DC]keywords:N/A
Number of Employees
Employee Growth %
|Anh Nguyen||Investment Director|
|James Bonilla||Managing Partner|
|Zachary Mann||Managing Director||Email Available|
|Helen Smith||Firm Business Development Director|
|Jason Montgomery||Managing Director||Email Available|
|Drew Catanese||Associate Managing Director|
|Carlos Enrique Machado Tinoco||Agency Partner|
|Joel Singer||Managing Partner|
|Christopher Price||Managing Director, Investment Advisor Representative, Certified Financial Planner â„¢ professional|
|Max Farahani||Chief Financial Officer|
Coastal Wealth News
Coastal Investment Advisors Inc. lifted its holdings in ConocoPhillips ... Destination Wealth Management grew its position in shares of ...
Coastal Investment Advisors Inc.'s holdings in ConocoPhillips were worth ... Destination Wealth Management grew its position in shares of ...
Coastal Investment Advisors Inc. grew its stake in CSX Co. ... Northwestern Mutual Wealth Management Co. boosted its holdings in shares of ...