advisors

Jeff Fuhrman President Coastal Bridge Advisors

Coastal Bridge Advisors is an independent registered investment advisor offering a full range of wealth-management services. Often referred to as a “virtual family office,” Coastal Bridge strives to bring clarity and control to the financial lives of its clientele by delivering customized personal and business solutions. From its offices in Westport, Conn., and Los Angeles, Calif., Coastal Bridge services high net worth individuals, families and foundations on both coasts and nationwide.

At a Glance

  • 33 Riverside Ave., 5th Floor, Westport, CT 06880

    2121 Avenue of the Stars, Suite 2300, Los Angeles, CA 90067

  • Assets Under Care

    $2.5 billion (As Of 12/31/17)

  • Primary Custodian for Investor Assets

    Pershing, a BNY Mellon Company

  • Association Member Financial Planning Association, Investment Management Consultants Association
  • Minimum Fee for Service None
  • Professional Services Provided

    Financial planning, asset management, concentrated stock hedging, lending, cash management, alternative investment, due diligence and family office services

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