C
CRD: 313231
Couleur Investments
Wilmette, IL
2246161686
$17.6M Total AUM
$17.6M Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2021
- Office Locations
- 1
Office Locations
-- Wilmette IL
About Couleur Investments
Couleur Investments is a Wilmette-based RIA. The firm has been operating for 5 years. Managing $17.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$17.6M AVG AUM / ADVISOR
$283.9K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Alpha signal Vertex summit
Client Personas
Ridge timber
Investment Themes
Beacon
Investment Vehicles
Optima
Services
Beacon beacon Element pioneer Value capital Legacy Wave prime Alpha Bridge wave
Owner & Executives
J
JOHN C COULEUR
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #7342023
- Ownership
- 75% or more
(860) 638-6259
atlas.meridian@eaglecapital.com
in linkedin.com/in/zenith-atlas
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,604,347 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,604,347 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,604,347
Equity - Exchange:
32.1% Public Funds:
31.0% U.S. Government/Agency:
36.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,061,736,782 | 32.1% |
| Public Funds | $1,025,353,279 | 31.0% |
| U.S. Government/Agency | $1,220,501,160 | 36.9% |
| Total | $3,307,591,221 | 100.0% |