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
2401 West Centre Avenue, Portage, MI 49024
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Cole Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Cole, financial advisor Portage MI
Jeffrey S. Cole
CRD#: 4621290
2401 West Centre Avenue, Portage, MI 49024

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.

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.

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