Coastal Wealth Competitors, Revenue and Alternatives

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Overview

Location:
Miami, FL USA
Total Funding:N/A
Industry:Finance
Founded:N/A
Lead Investor(s):N/A
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Industry Ranking

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

Employee Data

  • Coastal Wealth has 197 Employees.
  • Coastal Wealth grew their employee count by 24% last year.
  • Coastal Wealth currently has 1 job openings.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Latin American ...
$10.7M516%N/A
ClearGage LLC
$13M62N/AN/A
SmartTrader
$6.5M3155%N/A
TradeKing
$20M95N/AN/A
Bulltick
$14.9M716%N/A
Christensen Fin...
$21.4M1027%N/A
Security Financ...
$6.9M3314%N/A
Insigneo Financ...
$23.9M11421%N/A
MNGH
$6.3M303%N/A
Eglin Federal C...
$20.4M97N/AN/A
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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

197

Number of Employees

$41.4M

Revenue (est)

1

Current Jobs

24%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

Executive Contacts

NameTitleEmail
Anh NguyenInvestment Director
James BonillaManaging Partner
Zachary MannManaging DirectorEmail Available
Helen SmithFirm Business Development Director
Jason MontgomeryManaging DirectorEmail Available
Drew CataneseAssociate Managing Director
Carlos Enrique Machado TinocoAgency Partner
Joel SingerManaging Partner
Christopher PriceManaging Director, Investment Advisor Representative, Certified Financial Planner â„¢ professional
Max FarahaniChief Financial Officer

Coastal Wealth News

09/03/2019 - Coastal Investment Advisors Inc. Purchases 732 Shares of ...

Coastal Investment Advisors Inc. lifted its holdings in ConocoPhillips ... Destination Wealth Management grew its position in shares of ...

09/08/2019 - Coastal Investment Advisors Inc. Grows Stake in ...

Coastal Investment Advisors Inc.'s holdings in ConocoPhillips were worth ... Destination Wealth Management grew its position in shares of ...

09/03/2019 - CSX Co. (NASDAQ:CSX) Shares Acquired by Coastal ...

Coastal Investment Advisors Inc. grew its stake in CSX Co. ... Northwestern Mutual Wealth Management Co. boosted its holdings in shares of ...