COUGHLIN FINANCIAL SERVICES, INC.

178 Myrtle Boulevard
Larchmont, New York 10538
Tel: 914-833-4901

About COUGHLIN FINANCIAL SERVICES, INC.

COUGHLIN FINANCIAL SERVICES, INC, formally registered with the SEC as COUGHLIN FINANCIAL SERVICES, INC. The firm was established in 05/07/2018. They have over 1 offices throughout the country.

COUGHLIN FINANCIAL SERVICES, INC. is a Larchmont, New York based Financial Planning firm with nearly $35,217,016 assets under management, offering retirement planning & investment advisory services to 39 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120511
SEC#	801-113211
Assets Managed by Firm	$35,217,016
No. of Clients	39
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	39	$35,217,016
Individuals (other than high net worth individuals)	38	$31,508,145
High net worth individuals	1	$3,708,871

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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