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Coastal Bridge Advisors

Coastal Bridge Advisors Summary

Company Summary

Overview
Coastal Bridge Advisors, formerly LLBH Private Wealth Management, is an investment advisor. It provides tax and estate planning, family business needs, entrepreneurial needs, education consulting services. The Company develops the Virtual Family Office service model that offers a range of services, including portfolio and investment management, tax advice, trust and estate planning, cash management and lending.  
Type
Private
Status
Active
Founded
2008
HQ
Westport, CT, US | view all locations
Website
https://www.coastalbridgeadvisors.com
Cybersecurity rating
Sectors

Key People

  • Jeff Fuhrman
  • Mike Kazakewich

    Mike Kazakewich, Partner, Advisor, Director of Planning

  • David James

    David James, Advisor, Managing Director

    • Jeff Kalapos

      Jeff Kalapos, Director of Investment Services

    LocationsView all

    2 locations detected

    • Westport, CT HQ

      United States

      54 Wilton Rd

    • Los Angeles, CA

      United States

      2121 Avenue of the Stars #2300

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