CRD: 334447
Coastal Carolina Financial Partners LLC
$1.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
1 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-14-2025
- Office Locations
- 1
Office Locations
-- Bolivia NC
About Coastal Carolina Financial Partners LLC
Coastal Carolina Financial Partners LLC is a Bolivia-based RIA. The firm has been operating for 1 years. Managing $1.9M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$1.9M AVG AUM / ADVISOR
$97.5K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
CRM
Available
Custodian
Available
Services
Available
Technology
Available
Owner & Executives
B
BRIAN RONALD HILKER
Owner
- CRD
- #7290663
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,950,000 | -- |
| Total | $1,950,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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