Coffey Private Wealth Management

Coffey Private Wealth Management (CRD# 160423) is a financial advisory firm headquartered in Houston, TX. They manage $113,065,951 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $5,139,361
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.

TX

Financial Advisors at Coffey Private Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Ann T. Coffey
CRD#: 2225708
9821 Katy Freeway, Suite 170, Houston, TX 77024
86
Wealthminder
score

Ann Coffey (CRD# 2225708) is an Investment Advisor Representative working at Coffey Private Wealth Management in Houston, TX and has over 24 years of experience in the finance industry. Ann Coffey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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