Coolidge & Company, LLC

Coolidge & Company, LLC (CRD# 108490) is a financial advisory firm headquartered in Memphis, TN. They manage $17,626,613 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
    18
    MILLION
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $1,259,044
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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

Financial Advisors at Coolidge & Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
William A. Coolidge
CRD#: 53346
6077 Primacy Pkwy., Suite 233, Memphis, TN 38119
93
Wealthminder
score

William Coolidge (CRD# 53346) is an Investment Advisor Representative working at Coolidge & Company, LLC in Memphis, TN and has over 30 years of experience in the finance industry.

2
Charles R. Coolidge
CRD#: 4366837
6077 Primacy Parkway, #233, Memphis, TN 38119
87
Wealthminder
score

Charles Coolidge (CRD# 4366837) is an Investment Advisor Representative working at Coolidge & Company, LLC in Memphis, TN and has 1 year of experience in the finance industry.

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