COLE FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- PROVO, Utah
- CRD number
- 323312
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Cole Financial Advisors, Inc. operates as a corporation and focuses on providing portfolio management services for individuals and small businesses, as well as pension consulting. The firm does not engage in ESG investing and is not classified as a multi-state adviser. Its fee structure is based on a percentage of assets under management, aligning the firm’s interests with those of its clients. The firm is not a capital allocator and does not have affiliations with other advisory firms.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2CHRISTOPHER COLE
Vice PresidentCRD 5496531
EDWARD COLE
PresidentCRD 1045762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PROVO, UT
UTAH
Location
PROVO, UT
Headquartered in PROVO, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- UTAH
- Address
- 3355 N University Ave
- Time zone
- MT (UTC-7)
- Office locations
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