COQUINA PRIVATE WEALTH LLC
Doing business as COQUINA PRIVATE WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$417,576,947
Discretionary
$417,576,947
Non-discretionary
$0
Firm details
- CRD number
- 333615
- SEC file number
- 801-132012
- Main office
- PORT CHARLOTTE, FL, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.