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).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    195
    ACCOUNTS
  • Average Account Value
    $905,128
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
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 - 2 of 2 top financial advisors.
1
Karen J. Scott
CRD#: 3189062
430 Park Avenue, Suite 2b, Highland Park, IL 60035

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.

2
Paul R. Wehner
CRD#: 5709543
430 Park Avenue, Suite 2b, Highland Park, IL 60035

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.