Company Email Format Management

CoastEdge Partners

Financial Services San Diego, Ca, United States 17 employees

Employees: 17
Contacts: 2
Emails: 2
Phones: 1

coastedge.com LinkedIn

CoastEdge Partners Overview

Headquarters: San Diego, Ca, United States
Phone Number: Available in AeroLeads
Website: coastedge.com
Industry: Financial Services
Employees: 17
Company Email: Available in AeroLeads
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Investment Management Customized Portfolios Pooled Vehicles Specialized Mandates Manager Research Performance Evaluation Risk Reduction

About CoastEdge Partners

CoastEdge Partners provides sophisticated investment management and wealth planning for a limited number of high net worth families and foundations. Our service offering combines a bespoke family office experience with the access, expertise, scale and operating platform of an institutional investment firm. CoastEdge Partners is an independent SEC Registered Investment Advisor headquartered in La Jolla, California.

CoastEdge Partners Contact Details

People in AeroLeads: 4
With contact data: 2
Email contacts: 2; 50.0% coverage
Phone contacts: 1; 25.0% coverage

CoastEdge Partners Org Chart

Sample employees and titles

Name	Title	Location	Contact
Alex Ponchak	Chief Financial Officer at Coastedge Partners	San Diego Metropolitan Area, United States	Email
Kris Farren Moss, Cfa	Investment Research - Author - Course Facilitator & Coach		View
Steven Simpson	Managing Partner at Coastedge Partners	San Diego Metropolitan Area, United States	View
Ian Hill	Principal at Coastedge Partners	San Diego, California, United States	Email Phone