Cojo Bay Advisors, LLC
Cojo Bay Advisors, LLC (CRD# 133029) is a financial advisory firm headquartered in Incline Village, NV. They manage $22,451,275 in 80 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management22MILLION
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Total Number of Accounts80ACCOUNTS
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Average Account Value$280,641
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Cojo Bay Advisors, LLC
No Advisor Found.
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