Coho Advisory Services, LLC

RIASEC Registered

Total AUM

$52.4M

Discretionary

$14.6M

28% of AUM

Avg account

$169K

Accounts

310

Employees

Advisory reps

Firm details

Headquarters: Anchorage, Alaska
CRD number: 325710
Website: www.cohofinancialgroup.com
Custodians: ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals55.06%
HNWI33.13%
Pension & Profit Sharing Plans11.25%
Corporations / Businesses0.57%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Coho Advisory Services, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its advisory mix centers on financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm charges fees as a percentage of assets under management and also bills hourly for certain work. It does not identify as an active ESG investor. An industry affiliation with an insurance company is noted in its profile. The snapshot does not list the year of SEC registration.