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- Custodian
- --
- Clients
- Retail
- Platforms
- Ember peakCrest
- Established Date
- 07-30-2024
- Office Locations
- 1
Office Locations
About Coriander Financial Group LLC
Coriander Financial Group is a fee-only fiduciary advisor based in Ann Arbor, MI, serving clients nationwide. Founded by Charlie Cook (CFP, CPA), the firm provides holistic, tax-smart wealth management that combines portfolio management, lifetime tax strategy, and comprehensive financial planning. Engagements include ongoing planning and investment management for individuals and families with $1M+ investable assets, plus one-time planning strategy work.
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Owner & Executives
CHARLIE JO COOK
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer
- CRD
- #5370514
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,483,390 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,483,390 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,483,390
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,325,521,576 | 17.0% |
| Corporate - Investment Grade | $1,138,389,118 | 14.6% |
| Municipal Bonds | $1,691,989,305 | 21.7% |
| Public Funds | $1,037,025,703 | 13.3% |
| Other | $795,312,945 | 10.2% |
| Equity - Exchange | $826,501,688 | 10.6% |
| Cash | $530,208,630 | 6.8% |
| U.S. Government/Agency | $452,236,774 | 5.8% |
| Total | $7,797,185,739 | 100.0% |