Cohalo

Cohalo (CRD# 297315) is a financial advisory firm headquartered in Snoqualmie, WA. They manage $46,600,000 in 72 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
35302 Se Center Street, Suite 503, Snoqualmie, WA 98065
https://cohalo.com
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $647,222
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
The map below shows states where this firm has explicit registration only.

UT, WA

Financial Advisors at Cohalo
Showing 1 - 1 of 1 top financial advisors.
1
Colton Loder, financial advisor Snoqualmie WA
Colton Loder
CRD#: 5376609
35302 Se Center Street, Suite 503, Snoqualmie, WA 98065

Colton Loder (CRD# 5376609) is an Investment Advisor Representative working at Cohalo in Snoqualmie, WA and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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