Coign Capital Advisors LLC

Coign Capital Advisors LLC (CRD# 171306) is a financial advisory firm headquartered in Draper, UT. They manage $90,000,000 in 342 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $263,158
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
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, UT

Financial Advisors at Coign Capital Advisors LLC
Showing 1 - 4 of 4 top financial advisors.
1
James M. Zundel
CRD#: 2310284
12012 South 700 E., Suite 100, Draper, UT 84020
96
Wealthminder
score

James Zundel (CRD# 2310284) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 23 years of experience in the finance industry.

2
Adam G. Lefler
CRD#: 5607057
12012 South 700 E., Suite 100, Draper, UT 84020
93
Wealthminder
score

Adam Lefler (CRD# 5607057) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 6 years of experience in the finance industry.

3
Roger Z. Lowe
CRD#: 5827761
12012 South 700 E., Suite 100, Draper, UT 84020
90
Wealthminder
score

Roger Lowe (CRD# 5827761) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 4 years of experience in the finance industry.

4
Heather M. Syrett
CRD#: 4476158
12012 South 700 E., Suite 100, Draper, UT 84020
81
Wealthminder
score

Heather Syrett (CRD# 4476158) is an Investment Advisor Representative working at Coign Capital Advisors LLC in Draper, UT and has over 14 years of experience in the finance industry.

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