Cole Financial Solutions, LLC

Cole Financial Solutions, LLC (CRD# 163868) is a financial advisory firm headquartered in , . They manage $9,925,523 in 14 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $708,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Cole Financial Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald A. Cole
CRD#: 5203630
4900 Hopyard Road, Suite 100, Pleasanton, CA 94588

Donald Cole (CRD# 5203630) is an Investment Advisor Representative working at Cole Financial Solutions, LLC in Pleasanton, CA and has over 17 years of experience in the finance industry.

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