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 0 states (or territories).
Total Assets Under Management113MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$5,139,361
- 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)
Ann Coffey (CRD# 2225708) is an Investment Advisor Representative working at Coffey Private Wealth Management in Houston, TX and has over 25 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.