LLBH Private Wealth Management LLC
Nombre legal: COASTAL BRIDGE ADVISORS, LLC
Detalles de contacto completos
LLBH Private Wealth Management LLC
RIVERSIDE PLAZA, 33 RIVERSIDE AVENUE, WESTPORT, CT
203-683-1530
888-778-3892
Otra información
Coastal Bridge Advisors LLC, anteriormente conocida como LLBH Private Wealth Management LLC, es una empresa de responsabilidad limitada con sede en Delaware y un equipo de 20 profesionales, 14 de los cuales ocupan puestos de asesoría. La base de clientes de la firma no se revela. Aprobada por la Comisión de Valores y Bolsa de EE. UU. y registrada desde el 1 de diciembre de 2009, Coastal Bridge Advisors LLC es una firma confiable de gestión financiera.
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Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Propietarios directos
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FOCUS OPERATING, LLC
MEMBER (MANAGER) posee 75% o más
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JAMES KEVIN PRATT-HEANEY
MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER posee menos de 5%
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JEFFREY MARC FUHRMAN
CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER posee menos de 5%
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KEVIN GERARD BURNS
MANAGER posee menos de 5%
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PATRICIA ELIZABETH PEREZ
DIRECTOR OF COMPLIANCE posee menos de 5%
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WILLIAM PATRICK LOFTUS
MANAGER posee menos de 5%
Propietarios indirectos
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FOCUS FINANCIAL PARTNERS INC.
MEMBER posee 75% o más
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER posee 75% o más
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