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Building 2COE CAPITAL MANAGEMENT, LLC

Map pinHIGHLAND PARK, IL
Phone847-597-1700
NotebookSEC #801-56483
Total AUM
$176.5M
Employees
4
Clients
97

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
430 PARK AVENUE
SUITE 2B
HIGHLAND PARK
IL 60035
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
847-597-1700

ReceiptFinancials

Total AUM
$176.5M
Accounts
195
Discretionary
$176.5M
Accounts
195
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
23
AUM
$6.7M
HNW Individual Clients
65
AUM
$161.4M
Pension/Profit Sharing Plan Clients
9
AUM
$8.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
BENEFICIAL TERMS ON PRIVATE INVESTMENTS

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILINTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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