N
$10.8M Total AUM
$10.8M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-22-2023
- Office Locations
- 1
Office Locations
211 S. 4TH St. Manhattan KS
About NO Coast Financial Group
No Coast Financial Group is a Manhattan, KS advisory firm focused on financial planning and ongoing guidance for individuals and families navigating wealth-building and life transitions. The team aligns goals and values into a custom plan and provides disciplined investing/portfolio construction, with Schwab-custodied accounts and portfolios largely implemented with public funds and ETFs.
Team overview
35 AVG AGE
$10.8M AVG AUM / ADVISOR
$348.3K AVG AUM / CLIENT
3.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
STUART JOSEPH HECKMAN
Chief Compliance Officer, PRINCIPAL
- CRD
- #5535843
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,796,471 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,796,471 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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