Coe Capital Management, LLC
Coe Capital Management, LLC (CRD# 112447) is a financial advisory firm headquartered in Highland Park, IL. They manage $176,500,000 in 195 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management177MILLION
Total Number of Accounts195ACCOUNTS
Average Account Value$905,128
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, IL, IN, TX
Karen Scott (CRD# 3189062) is an Investment Advisor Representative working at Coe Capital Management, LLC in Highland Park, IL and has over 22 years of experience in the finance industry.
Paul Wehner (CRD# 5709543) is an Investment Advisor Representative working at Coe Capital Management, LLC in Highland Park, IL and has over 11 years of experience in the finance industry.