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 formed in 2015 and owned by an individual principal. The firm advises both individuals and families as well as institutional clients, offering financial planning and portfolio management services that cover individuals, small businesses, and business or institutional accounts. Its billing arrangements include asset-based fees, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and is marked in the snapshot as not a multi-state adviser.
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 1
Ryan 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 30Active vs passive
$189M in ETFs
100%
$188M
1%
$946K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF (IMCG) | BlackRock | Passive | Mid Cap Growth | $27.3M | 277,581 | 14.42% |
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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