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| Happy Holidays!! thanks for using AUM13F!! |
| COFG Advisors LLC
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| CRD # | 333344 |
| SEC # | 801-131428 |
| CIK # | |
| AUM | $907.3 M (2025-03-04) |
| Employees | 18 (44% Investors, 0% Brokers) |
| Phone | 630-954-5572 |
| Address | 903 Commerce Drive, Oak Brook, IL 60523 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 898 | 319.0 |
| (b) Individuals (high net worth individuals) | 205 | 559.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 12.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 16.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,116 | 907.3 |
| By Discretionary | ||
| Discretionary | 1,116 | 907.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,116 | 907.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 907.3 | |
| Total | 1,116 | 907.3 |
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|---|---|---|
|
Fifth Avenue Family Office LLC
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|
FL | 0.9 |
|
Capital Advisors Wealth Management LLC
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|
WA | 0.9 |
|
Bearing Point Capital LLC
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|
MN | 0.9 |
|
Foresight Global Investors Inc
✚
|
NY | 0.9 |
|
Sevenoneseven Capital Management Ltd
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|
PA | 0.9 |
|
Faithward Advisors LLC
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|
PA | 0.9 |
|
Alpha Omega Wealth Management LLC
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|
VA | 0.9 |
|
Dock Street Asset Management Inc
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|
FL | 0.9 |
|
AIRE Advisors LLC
✚
|
CA | 0.9 |
|
PKS Advisory Services LLC
✚
|
NY | 0.9 |