THE COASTAL ADVISORY GROUP, LLC

THE COASTAL ADVISORY GROUP, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 139534). Regulatory assets under management: $66.2M.

Registration

• CRD: 139534
• SEC file number: 801-67553
• Type: Registered investment adviser
• Location: 602 MAIN STREET, SUITE 801, CINCINNATI, OH, 45202
• Phone: 513-619-1100
• Latest filing: 2010-03-31
• Regulatory AUM: $66.2M
• Discretionary AUM: $66.2M
• Clients: 6
• Accounts: 350

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 139534 on SEC IAPD (source of record)
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