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.  
    TypePrivate
    Founded2008
    HQWestport, CT, US
    Websitecoastalbridgeadvisors.com

    Latest Updates

    Employees (est.) (Mar 2021)20
    Cybersecurity ratingAMore

    Key People/Management at Coastal Bridge Advisors

    Jeff Fuhrman

    Jeff Fuhrman

    President
    Mike Kazakewich

    Mike Kazakewich

    Partner / Advisor / Director of Planning
    David James

    David James

    Advisor / Managing Director
    Jeff Kalapos

    Jeff Kalapos

    Director of Investment Services
    Liz Perez

    Liz Perez

    Director of Compliance
    Michael Twomey

    Michael Twomey

    Director of Operations
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    Coastal Bridge Advisors Office Locations

    Coastal Bridge Advisors has offices in Westport and Los Angeles
    Westport, CT, US (HQ)
    54 Wilton Rd
    Los Angeles, CA, US
    2121 Avenue of the Stars #2300
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    Coastal Bridge Advisors Financials and Metrics

    Summary Metrics

    Founding Date

    2008

    Coastal Bridge Advisors Cybersecurity Score

    Cybersecurity ratingPremium dataset

    A

    96/100

    SecurityScorecard logo

    Coastal Bridge Advisors Online and Social Media Presence

    Embed Graph

    Coastal Bridge Advisors Blogs

    Coastal Bridge Advisors Set To Formally Reopen Its Doors on June 1st

    WESTPORT, CT – April 12, 2021– Coastal Bridge Advisors, an independent registered investment adviser, is pleased to announce it will be formally reopening its office on June 1, 2021.  While the firm had originally moved into their new space in late 2019, the onset of COVID-19 forced the team to work…

    Coastal Bridge Advisors Announces Strategic Relationship with Highmore Group Advisors

    WESTPORT, CT – March 23, 2021 – Coastal Bridge Advisors, an independent registered investment adviser, today announced it has deepened its relationship with global alternative asset management firm Highmore Group Advisors to enhance Coastal Bridge’s investment platform for high-net-worth and ultra-h…

    Coastal Bridge Advisors Wins 2021 Best Private Wealth Manager Award

    Firm named repeat winner of highly sought-after PAM Award WESTPORT, CT – February 23, 2021 – For the fourth time in five years, Coastal Bridge Advisors has been recognized as a top firm by Private Asset Management (PAM), a leading industry organization focused on recognizing the top performers in th…

    Coastal Bridge Advisors Wins Gold Medal And Two Silvers For “Uncomplicate It” Financial Marketing Campaign

    Among 4,618 entries from 57 countries, firm wins big in the esteemed MUSE Creative Awards WESTPORT, CT – October 22, 2020 – Coastal Bridge Advisors, an independent wealth management firm, announced today that it won multiple marketing awards in the 2020 Muse Creative Awards, winning big in three dif…

    Coastal Bridge Advisors Receives 2019 Best of Los Angeles Award

    Press Release FOR IMMEDIATE RELEASE Coastal Bridge Advisors Receives 2019 Best of Los Angeles Award Los Angeles Award Program Honors the Achievement LOS ANGELES April 23, 2019 — Coastal Bridge Advisors has been selected for the 2019 Best of Los Angeles Award in the Financial Institutions category by…

    Coastal Bridge Advisors Receives 2019 Best of Westport Award

    Press Release FOR IMMEDIATE RELEASE Coastal Bridge Advisors Receives 2019 Best of Westport Award Westport Award Program Honors the Achievement WESTPORT April 16, 2019 — Coastal Bridge Advisors has been selected for the 2019 Best of Westport Award in the Financial Institutions category by the Westpor…
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    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 20 employees.

    • Who are Coastal Bridge Advisors competitors?

      Competitors of Coastal Bridge Advisors include Macquarie, Deutsche Bank and New York Life Insurance.

    • 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 and Los Angeles.

    • How many offices does Coastal Bridge Advisors have?

      Coastal Bridge Advisors has 2 offices.