Overview
Assets Under Management: $324 million
Headquarters: WINDSOR, CO
High-Net-Worth Clients: 108
Average Client Assets: $2 million
Frequently Asked Questions
COSNER FINANCIAL GROUP, 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 #147942), COSNER FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
COSNER FINANCIAL GROUP, LLC is headquartered in WINDSOR, CO.
COSNER FINANCIAL GROUP, LLC serves 108 high-net-worth clients according to their SEC filing dated February 26, 2025. View client details ↓
According to their SEC Form ADV, COSNER FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
COSNER FINANCIAL GROUP, LLC manages $324 million in client assets according to their SEC filing dated February 26, 2025.
According to their SEC Form ADV, COSNER FINANCIAL GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.62
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 985
Discretionary Accounts: 983
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 147942
Last Filing Date: 2025-02-26 00:00:00
Website: https://cosnerfg.com