THE COASTAL ADVISORY GROUP, LLC
CRD #139534 SEC #801-67553 CINCINNATI, OH 513-619-1100
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
0
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2010 | $66.2M | $66.2M | $0 | 10 | -- |
| Mar 2008 | $63.8M | $63.8M | $0 | 10 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2010
Total AUM$66.2M
Discretionary$66.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$63.8M
Discretionary$63.8M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--