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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2004
- Office Locations
- 1
Office Locations
About Coastal Financial Advisors, Inc.
Coastal Financial Advisors, Inc. is a NJ-based fee-only advisor serving individuals, families, and business owners with custom financial planning and investment management focused on building net worth while managing risk and taxes. The firm also provides insurance/risk reviews, retirement plan guidance for business owners and staff, and planning for charitable giving and trusts. President Dennis K. O’Brien completes semiannual Ed Slott & Co. advanced IRA training.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DENNIS KEITH O'BRIEN
Financial Advisor, President
- CRD
- #1414218
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,922,187 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,922,187 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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