C
CRD: 325710
Coho Advisory Services, LLC
$52.4M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
4 Employees
194 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-03-2023
- Office Locations
- 2
Office Locations
3150 C Street Suite 240 Anchorage AK
419 N. 2ND AVE, Suite 207 Sandpoint ID
About Coho Advisory Services, LLC
Coho Advisory Services, LLC is a Anchorage-based RIA with 2 offices. The firm has been operating for 3 years. Managing $52.4M in total assets under management, with 4 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$13.1M AVG AUM / ADVISOR
$270.2K AVG AUM / CLIENT
1.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Element meridian
Investment Themes
Oak Prime ember Eagle
Investment Vehicles
Pathway
Platform
Catalyst pioneer
Services
Crest timber Momentum eagle Beacon element Capital Horizon fusion Insight
Owner & Executives
A
ALBERT MICHAEL DANIELS
Chief Compliance Officer, Insurance Agent, Managing Member
- CRD
- #4066805
- Ownership
- 75% or more
(950) 881-8864
legacy.legacy@embercapital.com
in linkedin.com/in/eagle-quantum
Showing 1 of 1 owners & executives
Unlock allContacts
R
Robert Paul Amundson
--
- CRD
- #6635377
(489) 564-8580
oak.prime@peakcapital.com
in linkedin.com/in/timber-fusion
JEFF E BYNUM
Founder
- CRD
- #5650293
(833) 911-8467
signal.meridian@pioneercapital.com
in linkedin.com/in/meridian-horizon
M
Momentum radial
Harbor pathway timber
- CRD
- #31307
(919) 860-8851
meridian.pathway@frontiercapital.com
in linkedin.com/in/atlas-peak
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $52,421,554
Public Funds:
6.0% Equity - Exchange:
18.6% U.S. Government/Agency:
12.0% Cash:
8.0% Corporate - Investment Grade:
8.6% Corporate - Non-Investment Grade:
13.2% Municipal Bonds:
17.7% Sovereign Bonds:
15.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $297,328,839 | 6.0% |
| Equity - Exchange | $921,719,402 | 18.6% |
| U.S. Government/Agency | $594,657,679 | 12.0% |
| Cash | $396,438,453 | 8.0% |
| Corporate - Investment Grade | $426,171,337 | 8.6% |
| Corporate - Non-Investment Grade | $654,123,447 | 13.2% |
| Municipal Bonds | $877,120,076 | 17.7% |
| Sovereign Bonds | $787,921,425 | 15.9% |
| Total | $4,955,480,658 | 100.0% |