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Cosner Financial Group, LLC
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Overview Share
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Fort Collins, Colorado
$164.0 million AUM
2 offices

Cosner Financial Group, LLC is based in Fort Collins, Colorado and has $164.0 million in assets under management.

Location
204 Maple Street
Suite 104
Fort Collins, CO 80521
$164.0 million
AUM
5
Employees
AUM Share
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$163,979,934
Assets under management
1,033 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 577 $69,731,023 43% $120,851
High net worth individuals 89 $94,248,911 57% $1,058,977
Employees Share
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5
Employees
4
Investment analysts
80% of total employees
AUM per employee Share
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$163,979,934
Assets under management
$32,795,987
AUM per employee
$40,994,984
AUM per investment analyst
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Compensation

Cosner Financial Group, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Performance-based fees
Services offered

Cosner Financial Group, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 147,942
SEC number 801-95177
Legal structure Limited Liability Company
Legal governance Colorado, United States
Latest ADV filing date March 26, 2020

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