C
$108.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
12 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-08-2013
- Office Locations
- 1
Office Locations
-- Sykesville MD
About Cobalt Financial Partners LLC
Cobalt Financial Partners LLC is a Sykesville-based RIA. The firm has been operating for 12 years. Managing $108.1M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial.
Team overview
-- AVG AGE
$108.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
12.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
C
CHRISTOPHER PAUL SHEMATEK
Chief Compliance Officer, PRINCIPAL
- CRD
- #2781610
- 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 | $108,069,000 | -- |
| Total | $108,069,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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