KCOE CAPITAL LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
CAMAS, Washington
CRD number
104609
Registered since
March 20, 2001

Firm profile

FINTRX

Overview

Kcoe Capital LLC is organized as a limited liability company and has been registered with the SEC since 2001. Public filings list the owner type as both a domestic entity and an individual and classify the firm as "Unclassified." Available disclosures indicate the firm does not identify itself as a capital allocator, an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser.

Assets & Accounts

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

3 of 7
  • DEBRA DEGENSHEIN

    Administrative PrincipalCRD 2923781

  • PETER MARTIN

    PrincipalCRD 4901731

  • STEVEN CALLAHAN

    PrincipalCRD 5451566

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMAS, WA

CLARK

Location

CAMAS, WA

Headquartered in CAMAS, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
CLARK
Address
2725 NW 24th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth