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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-29-2016
- Office Locations
- 1
Office Locations
About Church Organizers Foundation
Church Organizers Foundation (COF) is a Mason, MI-based ministry focused on strengthening frontline churches through continuous monitoring of a dual bottom line: gospel impact and financial health. COF supports congregational stewardship with programs like its Oi-kon-omia team-building retreat and offers fixed-rate investment options, including FDIC-insured CDs and short-dated investment-grade corporate bonds.
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Owner & Executives
MARTIN EDWARD LEE
Chief Investment Officer, EXECUTIVE DIRECTOR, Investment Advisor
- CRD
- #4024387
- Ownership
- 50% but less than 75%
ANNE RENATA LEE
Investment Advisor Representative
- CRD
- #4831478
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Justin Nathaniel Lee
Associate
- CRD
- #7558930
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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