Coign Capital Advisors LLC

Coign Capital Advisors LLC (CRD# 171306) is a financial advisory firm headquartered in Draper, UT. They manage $287,876,151 in 884 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
12012 South 700 E., Suite 100, Draper, UT 84020
http://www.coigncapital.com
By the Numbers
  • Total Assets Under Management
    288
    MILLION
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $325,652
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, NV, TX, UT, WA, WY

Financial Advisors at Coign Capital Advisors LLC
Showing 1 - 8 of 8 top financial advisors.
1
Courtland Adams, financial advisor Draper UT
Courtland M. Adams
CRD#: 6792902
12012 S 700 E #100, Draper, UT 84084

Courtland Adams (CRD# 6792902) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 5 years of experience in the finance industry.

2
Adam Lefler, financial advisor Draper UT
Adam G. Lefler
CRD#: 5607057
12012 South 700 E., Suite 100, Draper, UT 84020

Adam Lefler (CRD# 5607057) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 13 years of experience in the finance industry.

3
Michael Riley, financial advisor Draper UT
Michael B. Riley
CRD#: 2703660
12012 South 700 E., Suite 100, Draper, UT 84020

Michael Riley (CRD# 2703660) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 27 years of experience in the finance industry.

4
Heather Syrett, financial advisor Draper UT
Heather M. Syrett
CRD#: 4476158
12012 South 700 E., Suite 100, Draper, UT 84020

Heather Syrett (CRD# 4476158) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 21 years of experience in the finance industry.

5
Robert Welch, financial advisor Draper UT
Robert P. Welch
CRD#: 2261590
12012 South 700 E., Suite 100, Draper, UT 84020

Robert Welch (CRD# 2261590) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 31 years of experience in the finance industry.

6
Daniel Zundel, financial advisor Draper UT
Daniel Zundel
CRD#: 6962967
12012 S. 700 E. Suite #100, Draper, UT 84020

Daniel Zundel (CRD# 6962967) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 5 years of experience in the finance industry.

7
James Zundel, financial advisor Draper UT
James M. Zundel
CRD#: 2310284
12012 South 700 E., Suite 100, Draper, UT 84020

James Zundel (CRD# 2310284) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 31 years of experience in the finance industry.

8
Kyler Brooksby, financial advisor Draper UT
Kyler E. Brooksby
CRD#: 7794991
12012 South 700 E., Suite 100, Draper, UT 84020

Kyler Brooksby (CRD# 7794991) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has 1 year 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.

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