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⚲
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| Cosner Financial Group LLC
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| |
|---|---|
| CRD # | 147942 |
| SEC # | 801-95177 |
| CIK # | 0001674627 |
| AUM | $272.9 MM (2024-02-15) |
| Employees | 5 (100% Investors, 20% Brokers) |
| Phone | 970-482-3922 |
| Address | 628 Main St Windsor, CO 80550 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CVX | 294,604.1 | 3.9 | |
| DHR | 183,136.1 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 513 | 121.4 |
| (b) Individuals (high net worth individuals) | 154 | 111.1 |
| (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 | 6 | 40.4 |
| (n) Other | 0 | 0.0 |
| Total | 996 | 272.9 |
| By Discretionary | ||
| Discretionary | 994 | 271.6 |
| Non-Discretionary | 2 | 1.3 |
| Total | 996 | 272.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.9 | |
| Total | 996 | 272.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001674627] |
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