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Building 2COIGN CAPITAL ADVISORS LLC

Map pinDRAPER, UT
Phone801-676-4570
NotebookSEC #801-112895
Total AUM
$472.9M
Employees
8
Clients
466

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12012 SOUTH 700 E.
SUITE 100
DRAPER
UT 84020
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
801-676-4570

ReceiptFinancials

Total AUM
$472.9M
Accounts
1,015
Discretionary
$472.9M
Accounts
1,015
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
252
AUM
$62.1M
HNW Individual Clients
175
AUM
$303.1M
Other Clients
39
AUM
$107.7M
Description of Other Clients
401K PLANS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDNCNVTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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