Kcoe Capital LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Camas, Washington
CRD number
104609
Registered since
March 20, 2001

Firm profile

FINTRX

Overview

Kcoe Capital LLC is organized as a limited liability company and has been registered with the SEC since 2001. Filings list its ownership as a combination of a domestic entity and individual owners, and the firm is classified as unclassified in the available snapshot. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. The snapshot also indicates it is not designated as a multi-state adviser and is not described as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Debra Degenshein

    Administrative PrincipalCRD 2923781

  • Peter Martin

    Peter Martin

    PrincipalCRD 4901731

  • Steven Callahan

    Steven Callahan

    PrincipalCRD 5451566

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Camas, WA

Clark

Location

Camas, WA

Headquartered in Camas, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clark
Address
2725 Nw 24th Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth