COATS WEALTH MANAGEMENT
Firm details
- Headquarters
- GILBERT, Arizona
- CRD number
- 336335
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Coats Wealth Management operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm also engages in the publication of periodicals or newsletters, showcasing its commitment to educating clients about financial matters. While the firm does not actively pursue ESG investments, it offers a range of advisory activities tailored to meet the diverse needs of its clientele.
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
Contacts
1 of 1Benjamin Coats
Managing DirectorCRD 8080987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GILBERT, AZ
MARICOPA
Location
GILBERT, AZ
Headquartered in GILBERT, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 65 S Presidio Dr
- Time zone
- MT (UTC-7)
- Office locations
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