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- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-03-2023
- Office Locations
- 3
Office Locations
About Coho Advisory Services, LLC
Coho Advisory Services, LLC is a Anchorage-based RIA with 3 offices. The firm has been operating for 3 years. Managing $52.4M in total assets under management, with 6 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 27.9% is discretionary and 72.1% is non-discretionary.
The firm reports 6 advisory representatives and 194 clients, or 32.3 clients per representative. That equates to $270.2K in reported AUM per client.
The profile lists 3 reported office locations and 3 years in operation. The source data was last updated on August 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Coho Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ALBERT MICHAEL DANIELS
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #4066805
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Robert Paul Amundson
--
- CRD
- #6635377
JEFF E BYNUM
Financial Advisor, Founder & Partner
- CRD
- #5650293
Showing 2 of 6 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,637,498 | -- |
| Non-Discretionary | $37,784,056 | -- |
| Total | $52,421,554 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Coho Advisory Services, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.