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COKER & PALMER
1667 Lelia Drive
Jackson, Mississippi 39216
Tel: 601-354-0860
About COKER & PALMER
COKER & PALMER, formally registered with the SEC as COKER & PALMER. The firm was established in 02/25/2013. They have over 5 offices throughout the country.
COKER & PALMER is a Jackson, Mississippi based Financial Planning firm with nearly $791,537,508 assets under management, offering retirement planning & investment advisory services to 1800 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 29163 |
| SEC# | 801-77645 |
| Assets Managed by Firm | $791,537,508 |
| No. of Clients | 1800 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1800 | $791,537,508 |
| Individuals (other than high net worth individuals) | 1630 | $567,158,000 |
| High net worth individuals | 170 | $188,180,220 |
| Pension and profit sharing plans | 5 | $12,411,067 |
| Charitable organizations | 2 | $955,110 |
| Corporations or other businesses | 7 | $16,394,264 |
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