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Coast Wealth Management Group
COAST WEALTH MANAGEMENT GROUP, LLC is a state-registered investment adviser in MYRTLE BEACH, SC. The firm manages $13 million in assets, $6 million on a...
Overview
COAST WEALTH MANAGEMENT GROUP, LLC is a state-registered investment adviser in MYRTLE BEACH, SC. The firm manages $13 million in assets, $6 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
US
Corporate office
United States
Sector focus
Frequently asked questions
Who oversees investment decisions at Coast Wealth Management Group?
Coast Wealth Management Group operates as a registered investment advisor, meaning it has a fiduciary duty to clients. Specific portfolio managers or investment committee members are not publicly named, but the firm's advisors make allocation decisions based on individual client goals. For precise leadership details, direct inquiry is necessary.
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