Coho Advisory Services, LLC

RIASEC Registered
Total AUM
$52.4M
Discretionary
$14.6M
28% of AUM
Avg account
$169K
Accounts
310
Employees
6
Advisory reps
6

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, owner-operated registered investment adviser organized as an LLC. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Fee arrangements combine a percentage-of-AUM schedule with hourly charges. The firm is not identified as an active ESG investor and lists an insurance company among its industry affiliations.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 32%, US Government Bonds 8%, Investment Grade Corp Bonds 4%, Cash & Cash Equivalents 4%, Non-Investment Grade Corp Bonds 2%, State & Local Bonds 1%, Sovereign Bonds 1%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities32%
  • US Government Bonds8%
  • Investment Grade Corp Bonds4%
  • Cash & Cash Equivalents4%

Contacts

3 of 6
  • Jeff Bynum

    Jeff Bynum

    FounderCRD 5650293

  • Albert Daniels

    Albert Daniels

    Registered Investment AdvisorCRD 4066805

  • Robert Amundson

    Robert Amundson

    Investment Advisor RepresentativeCRD 6635377

Unlock 3 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Anchorage, AK

Anchorage

Location

Anchorage, AK

Headquartered in Anchorage, AK, in the West of the United States.

Region
West
County
Anchorage
Address
3150 C St
Time zone
AKT (UTC-9)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth