Cosner Financial Group, LLC

RIASEC Registered

Total AUM

$370M

Discretionary

$368M

100% of AUM

Avg account

$373K

Accounts

991

Employees

Advisory reps

Firm details

Headquarters: Windsor, Colorado
CRD number: 147942
Registered since: April 22, 2015
Website: cosnerfinancialgroup.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI56.89%
Individuals24.43%
Corporations / Businesses18.68%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cosner Financial Group, LLC is an independent, privately owned RIA that provides financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm is registered with the SEC (registered in 2015). Its billing model blends asset-based fees with hourly and fixed-fee arrangements, reflecting a mix of ongoing advisory relationships and project work. Services explicitly listed include financial planning and discretionary portfolio management for both individual/family and business/institutional clients. The firm does not identify as an active ESG investor and does not appear to operate as a capital allocator, instead sourcing external managers for alternative exposures.