COQUINA PRIVATE WEALTH LLC of PORT CHARLOTTE, FL is an SEC-registered investment adviser (CRD 333615). Regulatory assets under management: $417.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Laura Louise Amendola | CHIEF EXECUTIVE OFFICER | — |
| Joseph Percival Williams | CHIEF FINANCIAL OFFICER | — |
| Leah Ronnell Vanwelie | CHIEF COMPLIANCE OFFICER | — |
| Barbara Sue Wickman | CHIEF OPERATIONS OFFICER | — |