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| Cosner Financial Group LLC
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|---|---|
| CRD # | 147942 |
| SEC # | 801-95177 |
| CIK # | 0001674627 |
| AUM | 369.8 M (2026-02-12) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 970-482-3922 |
| Address | 628 Main St Windsor, CO 80550 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Chevron Corp | 4.3 | ||
| Danaher Corp /DE/ | 0.5 | ||
| Newmont Mining Corp /DE/ | 0.4 | ||
| General Electric Co | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 484 | 90.4 |
| (b) Individuals (high net worth individuals) | 130 | 210.4 |
| (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 | 0.0 |
| (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 | 21 | 69.1 |
| (n) Other | 0 | 0.0 |
| Total | 991 | 369.8 |
| By Discretionary | ||
| Discretionary | 989 | 368.0 |
| Non-Discretionary | 2 | 1.8 |
| Total | 991 | 369.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.8 | |
| Total | 991 | 369.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001674627] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Archer Investment Management LLC
✚
|
370.8 M | |
|
Langley Wealth Management LLC
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MS | 370.6 M |
|
Wealthspring Partners LLC
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CA | 370.2 M |
|
Willow Grove Advisors LLC
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CA | 369.8 M |
|
Valued Wealth Advisors LLC
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UT | 369.7 M |
|
MZ KARK & Associates Inc
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CO | 369.6 M |
|
Boothe Investment Group Inc
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|
DE | 369.3 M |
|
Stonebridge Wealth Systems LLC
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NE | 369.1 M |
|
Integrity Wealth Solutions LLC
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|
CO | 369.0 M |
|
Tagstone Capital Inc
✚
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NC | 368.9 M |