LLBH Private Wealth Management LLC
Legal Name: COASTAL BRIDGE ADVISORS, LLC
Full Contact Details
LLBH Private Wealth Management LLC
RIVERSIDE PLAZA, 33 RIVERSIDE AVENUE, WESTPORT, CT
203-683-1530
888-778-3892
Other Info
Coastal Bridge Advisors LLC, previously known as LLBH Private Wealth Management LLC, is a Delaware-based limited liability company with a team of 20 professionals, 14 of whom hold advisory positions. The firm's client base is undisclosed. Approved by the U.S. Securities and Exchange Commission and registered since December 1, 2009, Coastal Bridge Advisors LLC is a trusted financial management firm.
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Coastal Bridge Advisors is a wealth management firm built to help uncomplicate your financial life. Read more on our Home page.
Focus Financial Partners | RIA Investors
Focus invests in entrepreneurial RIAs, adding value by providing operational and marketing support, access to capital and succession planning.
Direct Owners
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
-
JAMES KEVIN PRATT-HEANEY
MANAGER / CHIEF EXECUTIVE OFFICER / CHIEF COMPLIANCE OFFICER owns less than 5%
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JEFFREY MARC FUHRMAN
CHIEF OPERATING OFFICER, PRESIDENT AND CHIEF FINANCIAL OFFICER owns less than 5%
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KEVIN GERARD BURNS
MANAGER owns less than 5%
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PATRICIA ELIZABETH PEREZ
DIRECTOR OF COMPLIANCE owns less than 5%
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WILLIAM PATRICK LOFTUS
MANAGER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
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