C
CRD: 124264
Cole Investment Advisors, Inc.
Portage, MI
2699037995
$3.9M Total AUM
$3.9M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
16 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-2010
- Office Locations
- 1
Office Locations
-- Portage MI
About Cole Investment Advisors, Inc.
Cole Investment Advisors, Inc. is a Portage-based RIA. The firm has been operating for 16 years. Managing $3.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Nationwide. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
64 AVG AGE
$3.9M AVG AUM / ADVISOR
$143.0K AVG AUM / CLIENT
16.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Frontier Alpha alpha Meridian catalyst Ember vertex Harbor horizon
Client Personas
Pioneer wave
Investment Themes
Timber Vital crest Ridge signal
Investment Vehicles
Insight wave
Services
Radial wave Delta Oak Pioneer Crest Eagle foundation
Owner & Executives
J
JEFFREY SCOTT COLE
Chief Compliance Officer, President
- CRD
- #4621290
- Ownership
- 75% or more
(327) 461-5521
summit.matrix@foundationcapital.com
in linkedin.com/in/legacy-unison
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,860,192 | $92,025 |
| Non-Discretionary | $0 | $3,832,286 |
| Total | $3,860,192 | $296,570 |
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Separately Managed Accounts
Total SMA Asset: $3,860,192
Public Funds:
26.8% Cash:
39.4% Equity - Exchange:
33.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,255,670,015 | 26.8% |
| Cash | $1,846,022,335 | 39.4% |
| Equity - Exchange | $1,583,643,525 | 33.8% |
| Total | $4,685,335,875 | 100.0% |