Overview
Assets Under Management: $191 million
Headquarters: HIGHLAND PARK, IL
High-Net-Worth Clients: 69
Average Client Assets: $2.6 million
Frequently Asked Questions
COE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #112447), COE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
COE CAPITAL MANAGEMENT, LLC is headquartered in HIGHLAND PARK, IL.
COE CAPITAL MANAGEMENT, LLC serves 69 high-net-worth clients according to their SEC filing dated May 14, 2018. View client details ↓
According to their SEC Form ADV, COE CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
COE CAPITAL MANAGEMENT, LLC manages $191 million in client assets according to their SEC filing dated May 14, 2018.
According to their SEC Form ADV, COE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.26%
Average Client Assets: $2.6 million
Total Client Accounts: 242
Discretionary Accounts: 242
Regulatory Filings
CRD Number: 112447
Filing ID: 1217871
Last Filing Date: 2018-05-14 14:37:00