Coquina Private Wealth Advisors, FL — Investment Adviser | BuildTrust

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COQUINA PRIVATE WEALTH ADVISORS

Investment AdvicePORT CHARLOTTE, FL

Assets Under Management

$392.1M

Total AUM

Donut chart: Discretionary 392.1M
Category	Value
Discretionary	392.1M

Adviser Information

Field	Value
CRD Number	333615
SEC Number	801-132012
Street Address	18501 MURDOCK CIRCLE,
Street Address 2	SUITE 201
Location	PORT CHARLOTTE, FL 33948
Country	United States
Phone	941-206-5120
Fax	941-206-5124
Total Employees	12

Client Count by Type (1,541 Total)

Horizontal bar chart: Individuals (other than H… 846, High Net Worth Individual… 657, Corporations/Businesses 17, Pension/Profit Sharing Pl… 11, Charitable Organizations 10
Category	Value
Individuals (other than H…	846
High Net Worth Individual…	657
Corporations/Businesses	17
Pension/Profit Sharing Pl…	11
Charitable Organizations	10