Coe Financial Services, Inc.
Coe Financial Services, Inc. (CRD# 112027) is a financial advisory firm headquartered in Wichita, KS. They manage $88,285,636 in 262 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management88MILLION
-
Total Number of Accounts262ACCOUNTS
-
Average Account Value$336,968
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
KS, LA, TX
Financial Advisors at Coe Financial Services, Inc.
No Advisor Found.
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