Raton Wealth

Raton Wealth (CRD# 290027) is a financial advisory firm headquartered in Indianapolis, IN. They manage $15,177,696 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10475 Crosspoint Blvd, Suite 250, Indianapolis, IN 46256
http://www.ratonwealth.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $309,749
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
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Raton Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Paul Coan, financial advisor Indianapolis IN
Paul E. Coan
CRD#: 3225730
10475 Crosspoint Blvd, Suite 250, Indianapolis, IN 46256

Paul Coan (CRD# 3225730) is an Investment Advisor Representative working at Raton Wealth in Indianapolis, IN and has over 23 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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