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, US
    Websitecoastalbridgeadvisors.com

    Latest Updates

    Employees (est.) (May 2020)23

    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, 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
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    Coastal Bridge Advisors Financials and Metrics

    Summary Metrics

    Founding Date

    2008
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    Coastal Bridge Advisors Online and Social Media Presence

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    Coastal Bridge Advisors Blogs

    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…

    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-…

    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…

    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…

    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…

    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…
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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 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.