COASTAL EQUITY MANAGEMENT, LLC
CRD #331518 SEC #801-131249 PENSACOLA, FL 850-435-4844
SEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
Employees
2
Clients
0
Accounts
1
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.5M | $1.5M | $0 | 2 | 0 |
| Nov 2024 | $0 | $0 | $0 | 2 | 0 |
| Nov 2024 | $0 | $0 | $0 | 2 | 0 |
| Sep 2024 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$1.5M
Discretionary$1.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0