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⚲
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| Cosner Financial Group LLC
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|
|---|---|
| CRD # | 147942 |
| SEC # | 801-95177 |
| CIK # | |
| AUM | $244.1 MM (2023-03-08) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 970-482-3922 |
| Address | 204 Maple Street Fort Collins, CO 80521 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 577 | 80.0 |
| (b) Individuals (high net worth individuals) | 128 | 133.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 28.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,035 | 244.1 |
| By Discretionary | ||
| Discretionary | 1,034 | 244.0 |
| Non-Discretionary | 1 | 0.1 |
| Total | 1,035 | 244.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.1 | |
| Total | 1,035 | 244.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Black Diamond Financial LLC
✚
|
MD | 0.2 |
|
Promontory Financial Planning LLC
✚
|
UT | 0.2 |
|
Laraway Financial Advisors Inc
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|
MN | 0.2 |
|
Generations Wealth LLC
✚
|
OH | 0.2 |
|
MWM Group LLC
✚
|
NY | 0.2 |
|
Alpha Wealth Management and Planning LLC
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|
CA | 0.2 |
|
Strengthening Families & Communities LLC
✚
|
MA | 0.2 |
|
KNOW Your Options LLC
✚
|
IL | 0.2 |
|
Erben Associates LLC
✚
|
TX | 0.2 |
|
Guiry Capital Management LLC
✚
|
FL | 0.2 |