Coastal Bridge Advisors has adopted this policy with recognition that protecting the privacy and security of the personal information we obtain about our customers is an important responsibility. We also know that you expect us to service you in an accurate and efficient manner. To do so, we must collect and maintain certain personal information about you. We want you to know what information we collect and how we use and safeguard that information.
We collect certain nonpublic personal identifying information about you (such as your name, address, social security number, etc.) from information that you provide on applications or other forms as well as communications (electronic, telephone, written or in person) with you or your authorized representatives (such as your attorney, accountant, etc.). We also collect information about your brokerage accounts and transactions (such as purchases, sales, account balances, inquiries, etc.).
We restrict access to your nonpublic personal information to those employees who need to know that information to service your account. We maintain physical, electronic and procedural safeguards that comply with applicable federal or state standards to protect your nonpublic personal information.
Our policy about obtaining and disclosing information may change from time to time. We will provide you notice of any material change to this policy before we implement the change.
Coastal Bridge Advisors has been named to the 2017 Financial Times 300 Top Registered Investment Advisors. The list recognizes participating RIA firms across the United States based on the Financial Times’ assessment of desirable traits for investors. Coastal Bridge was recognized among an impressive group, as the average Financial Times 300 practice manages $2.7 billion in assets.
This is Coastal Bridge Advisors’ second time being named to the FT 300 List. The firm was previously recognized in 2015- a year in which 630 RIA firms applied to the top 300 list and were similarly graded on six criteria of AUM, AUM growth rate, years in existence, advanced industry credentials, online accessibility, and compliance records.
“For us, this honor affirms the hard work that we put into establishing ourselves as one of the industry’s premier advisory firms,” said President of Coastal Bridge Advisors, Jeff Fuhrman. “This is our second time being named to the FT 300 list which we believe points to the sound and exceptional service we have strived to deliver to our clients over the years. It is an honor and privilege to be recognized by such a renowned publication.”
Financial Times celebrated the 2017 FT 300 honorees at an event at Manhattan’s New York Yacht Club on Thursday evening, June 22nd. Coastal Bridge Advisors was esteemed to be among those recognized for their outstanding achievement.
About the FT 300 List:
This is the fourth edition of the Financial Times 300 list. To curate the list, Financial Times started by reaching out to the largest independent RIAs registered with the US Securities and Exchange Commission – over 2,000 – across the U.S. that reported that had $300 million or more in assets under management (AUM). No more than 75% of a practice’s assets could be attributable to institutional clients. Qualified RIAs then had the opportunity to complete an online application and were scored on six key factors, including AUM, AUM growth rate, company’s age, industry certifications of key employees, SEC compliance record, and online accessibility. AUM and AUM growth rate comprise roughly 80-85% of each adviser’s score. For the 2017 award, a total of 725 RIA companies completed the online application and 300 made the final list. The list is presented as a group, not a competitive ranking of 1 to 300. Coastal Bridge Advisors’ inclusion on the FT 300 List is not indicative of Coastal Bridge Advisors’ future performance. Coastal Bridge Advisors’ receipt of the award may not be representative of any one client’s experience because its receipt of the award reflects an average of all, or a sample of all, of the experiences of the firm’s clients. For the complete list and to view the methodology for inclusion, visit: https://www.ft.com/content/1ad3a626-2c30-11e7-bc4b-5528796fe35c
Coastal Bridge Advisors has been named to the 2017 Financial Times 300 Top Registered Investment Advisors.
The list recognizes participating RIA firms across the United States based on the Financial Times’ assessment of desirable traits for investors.