Garrett Louis Heine
Investment adviser representative at Coastedge Partners, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$2.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Coastedge Partners, LLCJun 2026 to now
- Informed Momentum Company, LLCJun 2021 to May 2026
- MorningstarJul 2019 to May 2021
- Meketa Investment GroupJun 2017 to Jun 2019
- The George Washington University School of BusinessSep 2013 to May 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Coastedge Partners, LLC
$2.1BAssets managed
183Clients
10Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6666082
- Firm CRD
- 149685