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Building 2COTE FINANCIAL MANAGEMENT

Map pin
Phone978-767-9501
NotebookSEC #801-130714
Total AUM
$151.2M
Employees
3
Clients
134

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
978-767-9501

ReceiptFinancials

Total AUM
$151.2M
Accounts
378
Discretionary
$0
Accounts
0
Non-Discretionary
$151.2M
Accounts
378

ContactClients

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Individual Clients
104
AUM
$29.4M
HNW Individual Clients
28
AUM
$120.3M
Corporation or Business Clients
2
AUM
$1.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
MANHTX

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

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