$14.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
11 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fifth Third Bank · Merrill Lynch · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-27-2015
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Cochran Wealth LLC
Cochran Wealth LLC is a Atlanta-based RIA. The firm has been operating for 11 years. Managing $14.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fifth Third Bank.
Team overview
-- AVG AGE
$14.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
J
JOSHUA TIMOTHY COCHRAN
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5493274
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,997,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,997,340 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing