COSNER FINANCIAL GROUP, LLC

628 Main St
Windsor, Colorado 80550
Tel: (970) 482-3922

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 Windsor, Colorado based Financial Planning firm with nearly $324,481,630 assets under management, offering retirement planning & investment advisory services to 985 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147942
SEC#	801-95177
Assets Managed by Firm	$324,481,630
No. of Clients	985
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	985	$324,481,630
Individuals (other than high net worth individuals)	517	$87,660,571
High net worth individuals	108	$190,224,875
Corporations or other businesses	19	$46,596,184

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TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
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