Coastwise Capital Group, LLC

CRD 139564 · La Jolla, CA · $212.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 139564
SEC number: 801-126023
Firm type: RIA
Assets under management: $212.2M as of Mar 19, 2026
Website: www.linkedin.com/COMPANY/COASTWISE-CAPITAL-GROUP-LLC ↗
Phone: 858-454-6670
Address: 7777 Fay Avenue, La Jolla, CA, 92037

Advisors at this firm

4 in our index · page 1 of 1

Patrick Burns FischerCRD 7289140 · La Jolla, CA

IA Registered
Laurie Rachel ItkinCRD 6143630 · San Diego, CA

IA Registered
Scott Galen KyleCRD 4896786 · La Jolla, CA

IA Registered
Brad Charles SaenzCRD 7309412 · La Jolla, CA

IA Registered

Source & corrections

Where this page comes from

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