Cole Investment Advisors, Inc.
Cole Investment Advisors, Inc. (CRD# 124264) is a financial advisory firm headquartered in Portage, MI. They manage $4,952,424 in 13 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Cole Investment Advisors, Inc.
By the Numbers
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Total Assets Under Management5MILLION
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Total Number of Accounts13ACCOUNTS
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Average Account Value$380,956
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI
Financial Advisors at Cole Investment Advisors, Inc.
1
Jeffrey Cole (CRD# 4621290) is an Investment Advisor Representative working at Cole Investment Advisors, Inc. in Portage, MI and has over 22 years of experience in the finance industry.
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