COSNER FINANCIAL GROUP, LLC
Firm details
- Headquarters
- Windsor, Colorado
- CRD number
- 147942
- Registered since
- April 22, 2015
- Website
- cosnerfinancialgroup.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.89%
- Individuals24.43%
- Corporations / Businesses18.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Cosner Financial Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2015. The firm serves individual and family clients alongside institutional entities, providing financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Its compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The adviser is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents7%
- Other1%
Owners & executives
1 of 1RYAN COSNER
Chief Executive OfficerCRD 4599362
Contacts
3 of 3JOHN ALPERS
Investment Adviser RepresentativeCRD 2704475
JEREMY NEWTON
ManagerCRD 5325210
Austin Gunsauls
Investment Advisor RepresentativeCRD 7422096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$176M in ETFs
100%
$175M
1%
$880K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG) | BlackRock | Passive | Mid Cap Growth | $21.5M | 273,465 | 12.25% |
Location
Windsor, CO
WELD
Location
Windsor, CO
Headquartered in Windsor, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- WELD
- Address
- 628 Main St
- Time zone
- MT (UTC-7)
- Office locations
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