Colefp
Firm details
- Headquarters
- ,
- CRD number
- 132562
- Website
- www.colefp.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, TIAA-CREFF
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.46%
- Individuals29.02%
- Corporations / Businesses0.53%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Colefp is an independent registered investment adviser operating as a corporation that primarily serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its compensation mixes a percentage-of-AUM fee with hourly and fixed-fee arrangements. Colefp is not positioned as a capital allocator, does not identify as an active ESG investor, and the snapshot data does not indicate pension consulting or related-adviser activities.
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities45%
- Cash & Cash Equivalents4%
Contacts
2 of 2
Scott Cole
Founder and PresidentCRD 4845583
Adam Warren
Financial PlannerCRD 7451339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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