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COCO ENTERPRISES, LLC

6442 Highway 93 South
Whitefish, Montana 59937
Tel: 406-862-9400

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About COCO ENTERPRISES, LLC

COCO ENTERPRISES, LLC, formally registered with the SEC as COCO ENTERPRISES, LLC. The firm was established in 05/07/2021. They have over 1 offices throughout the country.

COCO ENTERPRISES, LLC is a Whitefish, Montana based Financial Planning firm with nearly $155,577,392 assets under management, offering retirement planning & investment advisory services to 1147 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#165775
SEC#801-121170
Assets Managed by Firm$155,577,392
No. of Clients1147
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Other(WEALTHSCOPE SERVICE FIXED MONTHLY FEE)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total1147$155,577,392
Individuals (other than high net worth individuals)439$84,997,610
High net worth individuals36$69,827,840
Charitable organizationsFewer than 5 clients$748,731
Corporations or other businessesFewer than 5 clients$3,211

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INVESTMENT MANAGEMENT GROUP
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DAVIDSON INVESTMENT ADVISORS, INC.
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$3,983,537,292361132
STACK FINANCIAL MANAGEMENT INC
625 Wisconsin Avenue
Whitefish, MT, 59937-2129
$1,701,274,577146817
BITTERROOT CAPITAL ADVISORS LLC
118 East Main Street
Bozeman, MT, 59715
$1,228,715,227188

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