Coco Enterprises is an investment advisor in Whitefish with $155.58 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
270975741
SEC advisor number
801-121170
FINRA CRD number
165775
AUM ?
$155.58 mm
(as of 4 Apr 23)
Accounts
1,147
(as of 4 Apr 23)
Employees
3
(3 investment advisory or research)
Office hours
Monday - Friday, 8:30AM - 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Coco, Joseph, Dion | Chief Executive Officer, Chief Compliance Officer | 10/2009 | > 75% |
Schuch, Thomas, Matthew | Operations Officer | 01/2022 | 10-25% |
Coco, Andrew, Lyle | Operations Officer | 01/2022 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
18 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22