Coherent Financial Advisers, LLC

Coherent Financial Advisers, LLC (CRD# 281877) is a financial advisory firm headquartered in Glendale, AZ. They manage $12,130,000 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $228,868
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

AZ

Financial Advisors at Coherent Financial Advisers, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas J. Pietrack
CRD#: 3144280
Peoria, AZ
96
Wealthminder
score

Thomas Pietrack (CRD# 3144280) is an Investment Advisor Representative working at Coherent Financial Advisers, LLC in Peoria, AZ and has over 19 years of experience in the finance industry. Thomas Pietrack 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.

2
Sargon Y. Zia
CRD#: 5039966
Peoria, AZ
96
Wealthminder
score

Sargon Zia (CRD# 5039966) is an Investment Advisor Representative working at Coherent Financial Advisers, LLC in Peoria, AZ and has over 11 years of experience in the finance industry.

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