Coinedly LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Dover, Delaware
CRD number
343023
Fee structure
Percentage of AUM, Performance Based Fees

Firm profile

FINTRX

Overview

Coinedly LLC is an unclassified advisory entity organized under a domestic ownership structure that includes an individual owner. The firm charges fees based on a percentage of assets under management and may assess performance-based fees, indicating a traditional asset-management compensation model supplemented by incentive arrangements. The dataset does not describe specific advisory services, client segments, or investment specializations. Regulatory and operational attributes in the record show the firm is not identified as a multistate adviser, is not flagged as an active ESG investor, and is not characterized as a capital allocator or a pension consultant. The year of SEC registration is not provided in the available information.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • Cameron Becker

    Cameron Becker

    Registered RepresentativeCRD 6756634

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Dover, DE

Kent

Location

Dover, DE

Headquartered in Dover, DE, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the South.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
South
County
Kent
Address
8 The Green
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth