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At Coastwise, we work with a limited number of clients, focusing on the quality of our service and results.

Coastwise Capital Group, LLC is an independent money management firm offering superior investment services and expertise to affluent individuals, families, and institutions worldwide. Coastwise offers customized portfolios by way of separate accounts which are carefully tailored to meet the current and evolving needs of our clients. Various account types include individual, retirement, trust, organization accounts, and 529 plans. Coastwise utilizes a combination of stocks, options, ETFs, and bon...

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Detailed Information
  • Location TypeNA
  • Opening Date2008
  • Annual Revenue Estimateunknown
  • SIC Code show
  • Employees5 to 9
  • Contactsshow
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