Coherent Financial Advisers, LLC
Firm details
- Headquarters
- ,
- CRD number
- 281877
- Website
- www.coherentfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI75.83%
- Individuals24.17%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Coherent Financial Advisers, LLC operates as an independent registered investment advisor (RIA) that primarily focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. It does not engage in capital allocation or serve as a pension consultant, positioning itself instead as a personal advisor to its clients. The firm does not actively pursue ESG investments, which may appeal to clients with different investment philosophies.
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 Equities77%
- Cash & Cash Equivalents14%
- Public Funds/Mutual Funds6%
- US Government Bonds2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Sargon Zia
Co-Founder and Chief Investment OfficerCRD 5039966
Contacts
1 of 1
Thomas Pietrack
Co-FounderCRD 3144280
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Navigate Financial LLC
RIAPinelight Financial Pllc
RIAAmerican Northwest Advisory Services L.L.C.
RIAFederal Way, WA