1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COONS ADVISORS

Map pinCOLUMBUS, OH
Phone614-918-3500
NotebookSEC #801-64017
Total AUM
$587M
Employees
9
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1151 BETHEL ROAD, SUITE 204-B
COLUMBUS
OH 43220
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
614-918-3500
Other Offices
1

ReceiptFinancials

Total AUM
$587M
Accounts
341
Discretionary
$533.7M
Accounts
339
Non-Discretionary
$53.4M
Accounts
2

ContactClients

View more in analytics →

Individual Clients
43
AUM
$22.1M
HNW Individual Clients
99
AUM
$540M
Charitable Organization Clients
8
AUM
$24.6M
Corporation or Business Clients
2
AUM
$436K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMONYOHSCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account