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COSNER FINANCIAL GROUP, LLC

204 Maple Street
Suite 104
Fort Collins, Colorado 80521
Tel: (970) 482-3922

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About COSNER FINANCIAL GROUP, LLC

COSNER FINANCIAL GROUP, LLC, formally registered with the SEC as COSNER FINANCIAL GROUP, LLC. The firm was established in 04/22/2015. They have over 2 offices throughout the country.

COSNER FINANCIAL GROUP, LLC is a Fort Collins, Colorado based Financial Planning firm with nearly $244,112,016 assets under management, offering retirement planning & investment advisory services to 1035 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#147942
SEC#801-95177
Assets Managed by Firm$244,112,016
No. of Clients1035
No. of Advisors6

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total1035$244,112,016
Individuals (other than high net worth individuals)577$80,004,948
High net worth individuals128$133,893,836
Charitable organizationsFewer than 5 clients$1,789,158
Corporations or other businesses6$28,424,074

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