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Building 2COSNER FINANCIAL GROUP, LLC

Map pinWINDSOR, CO
Phone(970) 482-3922
NotebookSEC #801-95177
Total AUM
$369.8M
Employees
5
Clients
635

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
628 MAIN ST
WINDSOR
CO 80550
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(970) 482-3922
Other Offices
1

ReceiptFinancials

Total AUM
$369.8M
Accounts
991
Discretionary
$368M
Accounts
989
Non-Discretionary
$1.8M
Accounts
2

ContactClients

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Individual Clients
484
AUM
$90.4M
HNW Individual Clients
130
AUM
$210.4M
Corporation or Business Clients
21
AUM
$69.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLLANENHNMTX

HandshakeAffiliates

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

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