Cosner Financial is an investment advisor in Fort Collins with $244.11 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
300501283
SEC advisor number
801-95177
FINRA CRD number
147942
AUM ?
$244.11 mm
(as of 31 May 23)
Accounts
1,035
(as of 31 May 23)
Employees
6
(6 investment advisory or research)
Office hours
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cosner, Ryan, Patrick | Managing Member | 07/2008 | > 75% |
Newton, Jeremy, Caleb | Cco-chief Compliance Officer | 12/2021 | < 5% |
Latest filings (excl ownership)
No filings