COASTAL FINANCIAL PLANNING, INC.
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| Name: | COASTAL FINANCIAL PLANNING, INC. |
| Jurisdiction: | Rhode Island |
| Entity type: | Domestic Profit Corporation |
| Status: | Activ |
| Date of Organization in Rhode Island: | 06 Feb 1997 (28 years ago) |
| Identification Number: | 000093499 |
| ZIP code: | 02865 |
| City: | Lincoln |
| County: | Providence County |
| Purpose: | TO PROVIDE FINANCIAL SERVICES TO BUSINESS AND INDIVIDUALS. |
| Principal Address: |
640 GEORGE WASHINGTON HGWY. BUILDING B - SUITE 103 - OFFICE 1, LINCOLN, RI, 02865, USA
|
NAICS
523930 Investment AdviceThis industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| ANGELA THOMSON | Agent | 640 GEORGE WASHINGTON HIGHWAY SUITE 103, LINCOLN, RI, 02865, USA |
| Name | Role | Address |
|---|---|---|
| ANGELA MARIE THOMSON | PRESIDENT | 24 WANDA ST NARRAGANSETT, RI 02882 USA |
| Number | Name | File Date |
|---|---|---|
| 202447605570 | Annual Report | 2024-03-01 |
| 202329526320 | Annual Report | 2023-02-28 |
| 202209970030 | Annual Report | 2022-02-10 |
| 202185815440 | Annual Report | 2021-01-11 |
| 202035856070 | Annual Report | 2020-03-04 |
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Date of last update: 09 Jul 2025
Sources: Rhode Island Department of State