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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- Value valueValue +more
- Established Date
- 01-05-2016
- Office Locations
- 1
Office Locations
About Coherent Financial Advisers, LLC
Coherent Financial Advisers is an independent, fiduciary RIA providing comprehensive financial planning, investment management, and employer benefits planning guidance. The team is led by founders with CFP and CFA credentials and emphasizes client-aligned, equity-partner ownership. Investment implementation is ETF-centric alongside diversified asset allocation and risk management, with support for business owners and entrepreneurs; works with major custodians such as Schwab.
Team overview
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Investment Themes
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Owner & Executives
THOMAS JOHN PIETRACK
Advisor, Co-founder
- CRD
- #3144280
- Ownership
- 50% but less than 75%
SARGON YATROUM ZIA
Co-founder, Partner
- CRD
- #5039966
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,180,000 | -- |
| Non-Discretionary | $9,147,000 | -- |
| Total | $41,327,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,327,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,314,000,654 | 35.6% |
| Cash | $695,500,197 | 10.7% |
| Public Funds | $526,500,149 | 8.1% |
| U.S. Government/Agency | $617,500,175 | 9.5% |
| Corporate - Investment Grade | $2,346,500,662 | 36.1% |
| Total | $6,500,001,837 | 100.0% |