COALSON FINANCIAL SERVICES, LLC

Overview

Coalson Financial Services, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a percentage-of-assets-under-management fee model and, according to its filing, manages client assets on a non-discretionary basis — meaning clients retain final trading authority while the adviser provides recommendations and planning. Investment activity is centered on pooled public funds and mutual funds as core building blocks, with an allocation to real estate listed among its alternative investments. The firm is not classified as an active ESG investor and serves a primarily individual and family client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices