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Coastline Wealth Management Revenue and Competitors

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Port Jefferson, NY USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Coastline Wealth Management's estimated annual revenue is currently $6M per year.(i)
  • Coastline Wealth Management's estimated revenue per employee is $168,000

Employee Data

  • Coastline Wealth Management has 36 Employees.(i)
  • Coastline Wealth Management grew their employee count by 6% last year.

Coastline Wealth Management's People

NameTitleEmail/Phone
1
VPReveal Email/Phone
2
Managing DirectorReveal Email/Phone
3
Director Premier Wealth ManagementReveal Email/Phone
4
Director Risk ManagementReveal Email/Phone
5
Director Premier Wealth MansgementReveal Email/Phone
6
Managing Partner and Financial AdvisorReveal Email/Phone
7
Financial AdvisorReveal Email/Phone
8
Partner & Financial Advisor at Coastline Wealth ManagementReveal Email/Phone
9
Financial AdvisorReveal Email/Phone
10
Wealth Strategy AssociateReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$1.8M14-71%N/AN/A
#2
$90M3436%N/AN/A
#3
$5.7M3410%N/AN/A
#4
$449.5M15295%N/AN/A
#5
$26.9M1280%N/AN/A
#6
$7.9M479%N/AN/A
#7
$8.2M494%N/AN/A
#8
$81.6M311-1%N/AN/A
#9
$1.6M130%N/AN/A
#10
$135.2M515-16%N/AN/A
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What Is Coastline Wealth Management?

Coastline Wealth Management is a full service wealth management and financial planning firm in Port Jefferson, NY. We create individual financial solutions designed to help "Secure Life Against the Current." As independent advisers we have choices that many other companies don't have: the freedom to choose. We have the ability to choose how to serve you, which investment products to use and what business relationships to develop. This means every choice we make is made with your best interests in mind. It starts with your dreams supported by a strategic plan that covers your entire financial situation. Once our team at Coastline Wealth Management establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and tracks progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Coastline Wealth Management is not affiliated to Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please call 844-553-7872. www.finra.org www.sipc.org

keywords:N/A

N/A

Total Funding

36

Number of Employees

$6M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.8M3613%N/A
#2
$8.7M41-9%N/A
#3
$5.5M47N/AN/A
#4
$14.8M6117%N/A
#5
$17M7025%N/A