Coastal Bridge Advisors Revenue

Financial Services • Old Hill, Connecticut, United States • 21-50 Employees

Coastal Bridge Advisors revenue & valuation

Annual revenue	$4,192,195
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$13,500,000
Total funding	No funding

Key Contacts at Coastal Bridge Advisors

David James

Managing Director

Alisa White

Chief Marketing Officer

Jerilyn Shannon

Director Of Business Administration

Matthew Gallagher

Partner, Director Of Business Development

Nicholas Zaccour

Managing Director Of Client Service

Company overview

Headquarters	54 Wilton Road, 1st Floor, Westport, CT 06880-4223, US
Phone number	+12036831530
Website	coastalbridgeadvisors.com
NAICS	52
SIC	628
Keywords	Wealth Management, Trust And Estate Planning, Portfolio Management, Financial Planning, Tax Advice, Family Office Services, Philanthropic Planning, Wealth Transfers
Founded	2008
Employees	21-50
Socials

Coastal Bridge Advisors Email Formats

Coastal Bridge Advisors uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@coastalbridgeadvisors.com), used 62.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@coastalbridgeadvisors.com	62.5%
{first name}{last name}	johndoe@coastalbridgeadvisors.com	20.8%
{first initial}	j@coastalbridgeadvisors.com	8.4%
{first name}	john@coastalbridgeadvisors.com	4.2%

About Coastal Bridge Advisors

Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future. Our process is simple, comprehensive, and customized to your unique needs. We start by listening, working closely with you to help identify what you want, both financially and personally, today and in the future. Once we’ve helped you identify your goals, our team helps make sure you reach them. We’ve learned that for most of our clients, the best way to do this is to start with our thorough and customized Planning Process. Once you’re happy that the Planning Process has covered everything you need, we work closely with you to agree on the ideal course of action. Going forward, every meeting is tailored to your individual preferences which sets the stage for your client service experience as well as our ongoing relationship with you. If you would like to discuss our process, we would be happy to speak with you. The material by Coastal Bridge Advisors is for informational purposes only and not a substitute for personalized investment advice, recommendations, or solicitations of specific securities, strategies, or investment products. Actual economic or market events may differ from those presented. Advisory services are provided by Coastal Bridge Advisors, a registered investment advisor with the SEC. External materials on this site are provided for convenience. Coastal Bridge disclaims responsibility for, and does not control, recommend, or endorse, third-party sites, products, or services, nor their completeness, suitability, or quality.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

C-Suite

Partner

Employees by Department

Coastal Bridge Advisors has 27 employees across 7 departments.

Departments

Number of employees

Funding Data

Coastal Bridge Advisors has never raised funding before.

Coastal Bridge Advisors Tech Stack

Discover the technologies and tools that power Coastal Bridge Advisors's digital infrastructure, from frameworks to analytics platforms.

jQuery CDN

CDN

Cloudflare Bot Management

Security

HubSpot CMS Hub

CMS

Slick

JavaScript libraries

Cloudflare

CDN

Apache HTTP Server

Web servers

Plyr

Video players

jQuery

JavaScript libraries

HubSpot Analytics

Analytics

HTTP/3

Miscellaneous

HSTS

Security

PHP

Programming languages

Frequently asked questions

Coastal Bridge Advisors is located in Old Hill, Connecticut, US.

You can reach Coastal Bridge Advisors at +12036831530.

Coastal Bridge Advisors generates an estimated annual revenue of $4,192,195. This revenue figure reflects the company's market position and business performance in its industry.

Coastal Bridge Advisors has an estimated valuation of $13,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Coastal Bridge Advisors was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

Coastal Bridge Advisors has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.