Coe Capital Management, LLC

Coe Capital Management, LLC (CRD# 112447) is a financial advisory firm headquartered in Deerfield, IL. They manage $174,363,493 in 244 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    244
    ACCOUNTS
  • Average Account Value
    $714,604
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, TX

Financial Advisors at Coe Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Alexander Barrios
CRD#: 3143445
9 Parkway North, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Alexander Barrios (CRD# 3143445) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 19 years of experience in the finance industry.

2
Edmund W. Johnson
CRD#: 1738635
9 Parkway North, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Edmund Johnson (CRD# 1738635) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 25 years of experience in the finance industry.

3
Karen J. Scott
CRD#: 3189062
9 Parkway North, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Karen Scott (CRD# 3189062) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 18 years of experience in the finance industry.

4
Paul R. Wehner
CRD#: 5709543
9 Parkway North, Suite 325, Deerfield, IL 60015
93
Wealthminder
score

Paul Wehner (CRD# 5709543) is an Investment Advisor Representative working at Coe Capital Management, LLC in Deerfield, IL and has over 8 years of experience in the finance industry.

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