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, CT, US | Map |
| Website | coastalbridgeadvisors.com |
Recent NewsAll News
- Coastal Bridge Advisors Set To Formally Reopen Its Doors on June 1st
- Coastal Bridge Advisors Announces Strategic Relationship with Highmore Group Advisors
- Coastal Bridge Advisors Wins 2021 Best Private Wealth Manager Award
- Coastal Bridge Advisors Wins Gold Medal And Two Silvers For “Uncomplicate It” Financial Marketing Campaign
Latest Updates
| Employees (est.) (Mar 2021) | 20 | |
| Cybersecurity rating | A | More |
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 and Los Angeles
Westport, CT, US (HQ)
54 Wilton Rd
Los Angeles, CA, US
2121 Avenue of the Stars #2300
Coastal Bridge Advisors Financials and Metrics
Summary Metrics
Founding Date | 2008 |
Coastal Bridge Advisors Cybersecurity Score
Coastal Bridge Advisors Online and Social Media Presence
Coastal Bridge Advisors's Trends
Coastal Bridge Advisors Blogs
April 12, 2021
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…
March 25, 2021
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…
February 23, 2021
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…
October 29, 2020
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…
April 23, 2019
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…
April 16, 2019
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…
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.
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