Coign Capital Advisors LLC
Coign Capital Advisors LLC (CRD# 171306) is a financial advisory firm headquartered in Draper, UT. They manage $287,876,151 in 884 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management288MILLION
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Total Number of Accounts884ACCOUNTS
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Average Account Value$325,652
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, ID, NV, TX, UT, WA, WY
Courtland Adams (CRD# 6792902) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 5 years of experience in the finance industry.
Adam Lefler (CRD# 5607057) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 13 years of experience in the finance industry.
Michael Riley (CRD# 2703660) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 27 years of experience in the finance industry.
Heather Syrett (CRD# 4476158) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 21 years of experience in the finance industry.
Robert Welch (CRD# 2261590) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 31 years of experience in the finance industry.
Daniel Zundel (CRD# 6962967) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 5 years of experience in the finance industry.
James Zundel (CRD# 2310284) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 31 years of experience in the finance industry.
Kyler Brooksby (CRD# 7794991) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has 1 year of experience in the finance industry.