204 Maple Street
Suite 104
Fort Collins, Colorado 80521
Tel: (970) 482-3922
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 147942 |
SEC# | 801-95177 |
Assets Managed by Firm | $244,112,016 |
No. of Clients | 1035 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1035 | $244,112,016 |
Individuals (other than high net worth individuals) | 577 | $80,004,948 |
High net worth individuals | 128 | $133,893,836 |
Charitable organizations | Fewer than 5 clients | $1,789,158 |
Corporations or other businesses | 6 | $28,424,074 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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