COAST VILLAGE GROUP

COAST VILLAGE GROUP is an SEC-registered investment adviser (CRD 333407).

Registration

• CRD: 333407
• Type: Registered investment adviser
• Phone: 805-724-5727
• Latest filing: 2026-01-22
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333407 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search