Coastedge Partners, LLC

CRD 149685 · San Diego, CA · $2.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 149685
SEC number: 801-70877
Firm type: RIA
Assets under management: $2.1B as of Mar 27, 2026
Website: www.linkedin.com/company/coastedge-partners-llc ↗
Phone: 858-997-2777
Address: 4655 Executive Drive, San Diego, CA, 92121

Advisors at this firm

9 in our index · page 1 of 1

Parker A BushCRD 6077208 · San Diego, CA

IA Registered
Alexa Paige CammaranoCRD 6809471 · San Diego, CA

IA RegisteredRegistration inactive
Richard Joseph EffressCRD 2159776 · La Jolla, CA

IA Registered
Elliana GrahamCRD 8154179 · San Diego, CA

IA Registered
Ian HillCRD 6466944 · San Diego, CA

IA RegisteredRegistration inactive
Garrett Louis HeineCRD 6666082 · San Diego, CA

IA Registered
Elizabeth KellyCRD 7178658 · San Diego, CA

IA RegisteredRegistration inactive
Steven OstrowskiCRD 6963029 · San Diego, CA

IA RegisteredRegistration inactive
Steven Scott SimpsonCRD 4668252 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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