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Building 2COLE INVESTMENT ADVISORS, INC.

Map pinPORTAGE, MI
Phone269-329-6600
NotebookSEC #801-69752
Total AUM
$38M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2401 WEST CENTRE AVENUE
PORTAGE
MI 49024
United States
Operating Hours
8:00 - 5:00 (ET)
Monday - Friday
Phone
269-329-6600

ReceiptFinancials

Total AUM
$38M
Accounts
128
Discretionary
$11.1M
Accounts
121
Non-Discretionary
$26.8M
Accounts
7

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTATION SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

HandshakeAffiliates

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

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