Overview
Assets Under Management: $907 million
Headquarters: OAK BROOK, IL
High-Net-Worth Clients: 8
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 8
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.16
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 1,116
Discretionary Accounts: 1,116
Regulatory Filings
CRD Number: 333344
Filing ID: 1942143
Last Filing Date: 2025-03-04 07:54:00
Website: https://cofgroup.com