CRD: 285844
Coastal WAY Financial Group, LLC
$66.2M Total AUM
$66.2M Disc. AUM
-- 3Y CAGR
1 Employees
85 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2016
- Office Locations
- 1
Office Locations
900 N. Olive Avenue West Palm Beach FL
About Coastal WAY Financial Group, LLC
Coastal Way Financial Group, LLC is a registered investment adviser in West Palm Beach, FL providing investment management and financial planning for individuals, businesses, and local governments. The firm emphasizes long-term, market-efficiency based portfolio construction, with portfolios heavily ETF-based, and offers insurance planning using life insurance and annuities. Custody is through Altruist.
Team overview
48 AVG AGE
$66.2M AVG AUM / ADVISOR
$778.8K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
Jarrett Ashley Perry
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
JON PAUL CIRELLI
MANAGING DIRECTOR
- CRD
- #4729737
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,199,839 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,199,839 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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