COAST ADVISORY LLC

COAST ADVISORY LLC of EAST TROY, WI is an SEC-registered investment adviser (CRD 340229). Regulatory assets under management: $122.5M.

Registration

• CRD: 340229
• SEC file number: 801-135293
• Type: Registered investment adviser
• Location: 2100 CHURCH ST.,, SUITE 200, EAST TROY, WI, 53120
• Phone: 262-977-9907
• Latest filing: 2026-06-02
• Regulatory AUM: $122.5M
• Discretionary AUM: $122.5M
• Clients: 2
• Accounts: 869

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340229 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search