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Home > Retirement Planners > utah > draper > COIGN CAPITAL ADVISORS LLC
COIGN CAPITAL ADVISORS LLC
12012 South 700 E.
Suite 100
Draper, Utah 84020
Tel: 801-676-4570
About COIGN CAPITAL ADVISORS LLC
COIGN CAPITAL ADVISORS LLC, formally registered with the SEC as COIGN CAPITAL ADVISORS LLC. The firm was established in 04/19/2018. They have over 1 offices throughout the country.
COIGN CAPITAL ADVISORS LLC is a Draper, Utah based Financial Planning firm with nearly $287,876,151 assets under management, offering retirement planning & investment advisory services to 884 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171306 |
| SEC# | 801-112895 |
| Assets Managed by Firm | $287,876,151 |
| No. of Clients | 884 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 884 | $287,876,151 |
| Individuals (other than high net worth individuals) | 184 | $42,504,525 |
| High net worth individuals | 186 | $239,834,279 |
| Corporations or other businesses | Fewer than 5 clients | $5,537,347 |
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