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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-30-2024
- Office Locations
- 1
Office Locations
About Couloir Wealth Advisors, Inc.
Couloir Wealth Advisors is a Minnesota-registered RIA providing customized comprehensive financial planning and investment management exclusively for veterinarians. Services include student-loan and debt strategy, retirement and small business retirement plan design, special-project planning, and values-based investing. Portfolios emphasize long-term growth and risk management, with client access via Schwab Alliance and an online portal.
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Owner & Executives
JANICE HAARSTICK FIER
Chief Compliance Officer, Financial Advisor
- CRD
- #6239534
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JUSTIN JOSEPH FIER
--
- CRD
- #4393427
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,188,846 | -- |
| Non-Discretionary | $144,599 | -- |
| Total | $5,333,445 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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