Coastal Bridge Advisors
OverviewSuggest Edit
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 | |
| Founded | 2008 | |
| HQ | Westport, US | Map |
| Website | coastalbridgeadvisors.com |
Latest Updates
| Employees (est.) (May 2020) | 23 |
Key People/Management at Coastal Bridge Advisors
Jeff Fuhrman
President
Mike Kazakewich
Partner / Advisor / Director of Planning
David James
Advisor / Managing Director
Jeff Kalapos
Director of Investment Services
Liz Perez
Director of Compliance
Michael Twomey
Director of Operations
Coastal Bridge Advisors Office Locations
Coastal Bridge Advisors has offices in Westport, Los Angeles and Mill Valley
Westport, US (HQ)
54 Wilton Rd
Los Angeles, US
2121 Avenue of the Stars #2300
Mill Valley, US
38 Miller Ave #2300
Coastal Bridge Advisors Financials and Metrics
Summary Metrics
Founding Date | 2008 |
Coastal Bridge Advisors Online and Social Media Presence
Coastal Bridge Advisors's Trends
Coastal Bridge Advisors Blogs
November 01, 2018
Custodian Wars (City Wire Magazine)
“In the battle of the custodians, Fidelity and Pershing are top contenders. Which firm has more pulling power?” Click here to read why President Jeffrey Fuhrman and Coastal Bridge Advisors have chosen Bank of New York Pershing as its custodian.
The post Custodian Wars (City Wire Magazine) appeared f…
October 29, 2018
Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers (PFI Advisors)
PFI Advisors (“Pure Financial Independence”) announced today the release of a new industry report (the sixth in its continuing educational series) on an often overlooked topic facing independent RIAs: how to leverage professional management – namely, a Chief Operating Officer – to manage the day-to-…
October 17, 2018
Coastal Bridge Advisors Celebrates 10 Year Anniversary
The Fall of 2008, as remembered by many, was a period marked by tremendous financial tumult. It was during this time that we set out to establish our own independent wealth management firm. In the ten years since, not a day has gone by when we are not thankful for the trust and support of …
The po…
October 15, 2018
Making Strides Against Breast Cancer – 2018 Walk
On Sunday, October 14th, our staff along with their friends and family (two and four-legged) joined together to participate in Westport’s annual Making Strides Against Breast Cancer Walk. The walk aims to raise awareness and funds to save lives from breast cancer. The event raises money to fund inno…
August 27, 2018
Vision Magazine: A Client-Fiduciary Bridge Built to Last
Produced by Nick Randall and Written by Neil Cote ~ Coastal Bridge Advisors; A Client-Fiduciary Bridge Built to Last ~ The resumes of the founding partners are dotted with long stretches at the biggest financial institutions where their paths had crossed in the run-up to the financial crisis of 2008…
July 13, 2018
FA Magazine Lists Coastal Bridge Advisors to the 2018 Survey and Ranking of Top RIAs
Financial Advisor Magazine Appoints Coastal Bridge Advisors to the 2018 Survey and Ranking of Top RIAs Westport, CT – July 5, 2018 – Out of a complete list of 707 Registered Investment Advisors (RIAs), Coastal Bridge was ranked at #130 for the 2018 list, as reported by Financial Advisor Magazine. Th…
Coastal Bridge Advisors Frequently Asked Questions
When was Coastal Bridge Advisors founded?
Coastal Bridge Advisors was founded in 2008.
Who are Coastal Bridge Advisors key executives?
Coastal Bridge Advisors's key executives are Jeff Fuhrman, Mike Kazakewich and David James.
How many employees does Coastal Bridge Advisors have?
Coastal Bridge Advisors has 23 employees.
Who are Coastal Bridge Advisors competitors?
Competitors of Coastal Bridge Advisors include New York Life Insurance Company, SoluCapital and Janus Henderson.
Where is Coastal Bridge Advisors headquarters?
Coastal Bridge Advisors headquarters is located at 54 Wilton Rd, Westport.
Where are Coastal Bridge Advisors offices?
Coastal Bridge Advisors has offices in Westport, Los Angeles and Mill Valley.
How many offices does Coastal Bridge Advisors have?
Coastal Bridge Advisors has 3 offices.
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