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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Cote Financial Management LLC
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|---|---|
| CRD # | 153088 |
| SEC # | 801-130714 |
| CIK # | |
| AUM | $131.6 M (2025-04-09) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 978-767-9501 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 297 | 28.8 |
| (b) Individuals (high net worth individuals) | 71 | 102.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 131.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 369 | 131.6 |
| Total | 369 | 131.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.6 | |
| Total | 369 | 131.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arbor Investment Management LLC
✚
|
MI | 0.1 |
|
Harold W Dance Inc
✚
|
UT | 0.1 |
|
Fund Advisors of America Inc
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|
FL | 0.1 |
|
Safe Harbor Fiduciary LLC
✚
|
FL | 0.1 |
|
Camden Financial Management Inc
✚
|
0.1 | |
|
Wellington Capital Management Inc
✚
|
0.1 | |
|
Decision Investments Inc
✚
|
CA | 0.1 |
|
Longbow Asset Management
✚
|
OK | 0.1 |
|
Peck Wealth Management LLC
✚
|
0.1 | |
|
Marchand Faries Financial Management Inc
✚
|
0.1 |