6442 Highway 93 South
Whitefish, Montana 59937
Tel: 406-862-9400
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 165775 |
SEC# | 801-121170 |
Assets Managed by Firm | $155,577,392 |
No. of Clients | 1147 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1147 | $155,577,392 |
Individuals (other than high net worth individuals) | 439 | $84,997,610 |
High net worth individuals | 36 | $69,827,840 |
Charitable organizations | Fewer than 5 clients | $748,731 |
Corporations or other businesses | Fewer than 5 clients | $3,211 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$23,892,459,266 | 76487 | 600 | |
$4,470,755,002 | 2044 | 26 | |
$3,983,537,292 | 3611 | 32 | |
$1,701,274,577 | 1468 | 17 | |
$1,228,715,227 | 18 | 8 |
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