Colefp
Firm details
- Headquarters
- ,
- CRD number
- 132562
- Website
- www.colefp.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.4%
- Individuals27.6%
- Corporations / Businesses0.46%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Colefp is an independent, privately owned advisory firm serving individual and family clients. The firm operates as a corporation and provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Fee arrangements include a percentage of assets under management along with hourly and fixed-fee options. Colefp is state-registered in Alabama, Florida, Louisiana and Texas. Colefp does not identify itself as an active ESG investor. It classifies its client base as individuals and families rather than institutional or capital-allocation mandates.
Assets & Accounts
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 Equities49%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
TKG Wealth Advisers LLC
RIACranford, NJ
Avina Financial Group, Inc.
RIABellflower, CA
Sanctuary Financial Planning, LLC
RIAMile High Investments, LLC
RIACraftwork Capital LLC
RIAAlexandria, VA
Blue Heron Capital
RIACentennial, CO