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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Jarrett Litrenta is a registered Investment Advisor Representative (IAR) in California. Sam Jarrett Litrenta is employed by Coastedge Partners, LLC. Coastedge Partners, LLC is a registered investment adviser firm with offices in La Jolla, CA. Sam Jarrett Litrenta works with high-net-worth individuals, corporations, pooled investment vehicles, pension and profit-sharing plans, and charitable organizations. They provide financial planning, investment management services, and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/26/2023 - Present
Coastedge Partners, LLC (LA JOLLA CA)
IA
Issued 10/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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