C
$13.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
17 yrs Firm Age
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- Custodian
- Altruist ยท Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-15-2008
- Office Locations
- 1
Office Locations
500 North Church Street LAS Cruces NM
About Coalson Financial Services, LLC
Coalson Financial Services, LLC is a LAS Cruces-based RIA. The firm has been operating for 17 years. Managing $13.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Merrill Lynch.
Team overview
46 AVG AGE
$13.6M AVG AUM / ADVISOR
$646.9K AVG AUM / CLIENT
17.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DANEN WALLIS COALSON
President
- CRD
- #3251315
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,583,955 | -- |
| Total | $13,583,955 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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