IMPORTANT NOTICE: Coastal Bridge Advisors, LLC is relying on Investment Advisers Act Release No. 5469 (March 25, 2020). Pursuant to this order, the firm will file its annual updating amendment to Form ADV and deliver its brochures (or summary of material changes) and brochure supplements as soon as practicable, but not later than 45 days after the original due date for filing or delivery, as applicable.

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AWARDS > Coastal Bridge Advisors wins InvestmentNews Best Practices Award

Coastal Bridge Advisors wins InvestmentNews Best Practices Award

Westport, CT – September 10, 2019 – For the third time, Coastal Bridge Advisors has been recognized by industry new leader InvestmentNews as a 2019 InvestmentNews Best Practices Award winner.

The InvestmentNews Best Practices awards recognize top-performing firms that are run by people with a long-term vision for their organizations and an ongoing commitment to improving as well as enhancing their businesses. Best Practices Award winners are all participants in InvestmentNews’ Research initiatives and chosen based on their rate of growth, profitability and productivity levels.

This award caps a remarkable run of awards for Coastal Bridge Advisors, including Private Asset Management’s award for Best Multi Family Office Over $2B as well as the firm’s appointment to Financial Advisor Magazine’s list of Top 200 RIAs.

“We are honored to have won this award from InvestmentNews, and we are committed to getting even better and more innovative for our clients in this current investment climate,” says President of Coastal Bridge Adviosrs, Jeffrey Fuhrman. 

About InvestmentNews and the Best Practices Award

Since 1988, InvestmentNews has been a leading source for news, analysis and information essential to the financial advisory community. Through weekly newspaper, website, newsletters, research, events, videos and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. InvestmentNews’ headquarters is located in New York, with offices in Chicago and Washington D.C. InvestmentNews is part of London-based Bonhill Group plc.

Best Practices Award winners are all participants in InvestmentNews’ Research initiatives and chosen based on their rate of growth, profitability and productivity levels.

About Financial Advisor Magazine’s list of Top 200 RIAs

Out of 683 firms appointed to Financial Advisor’s2019 Survey and Ranking of RIAs, Coastal Bridge Advisors was ranked at 158. The ranking is based on assets under management at year end

About Private Asset Management’s Best Multi Family Office over $2B award

The 2020 Award for Best Multi Family Office was determined based on PAM firms completing a category specific submission addressing the criteria highlighted by the Panel which included an in-depth questionnaire of approximately 40 questions across several subject areas, encapsulating: group structure and personnel; investment management process; pooled funds/unlisted securities; regulation and investor protection; and fees, charges and interest. PAM does not release statistics on the number of firms competing

Please note that Coastal Bridge Advisors receipt of the awards mentioned herein may not be representative of any one client’s experience because the award reflects an average of all, or a sample of all, of the experiences of the firm’s clients and that Coastal Bridge Advisors’ receipt of the award is not indicative of the firm’s future performance

About Coastal Bridge Advisors:

Coastal Bridge Advisors is an independent Registered Investment Adviser founded in 2008 with the aim to provide better client service, personalized and sophisticated guidance, as well as coordinated advice delivery. We strive to “Uncomplicate It” for clients, which means explaining even the most complex concepts in a way that delivers the simple clarity they deserve.  We’re focused on helping our clients more clearly plan for retirement, more simply transfer wealth to future generations, and more effortlessly enjoy the lifestyle they want today.

More information about the firm can be found at www.coastalbridgeadvisors.com.

Contact:

Christine Smith at 203-742-5957 or csmith@coastalbridgeadvisors.com

September 2019