Coleman Advisory, LLC

Overview

Coleman Advisory, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individuals and families, offering financial planning, portfolio management for individual and small business clients, and educational seminars or workshops. It also operates as an insurance broker, and its compensation mixes asset-based fees, hourly billing and commission income. The adviser is not identified as an active ESG investor, is not a multi-state or pension consultant adviser, and does not list itself as a capital allocator or related adviser.

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Public Holdings

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Location & Offices