Unclaimed Profile

Adam J Coons

OUTWING, LLC·SANTA BARBARA, California

Clean recordOUTWING, LLC

735 STATE ST., SANTA BARBARA, CA 93101CRD# 5265521Firm CRD# 322444

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam J Coons · SANTA BARBARA, CA

Registration

CRD #5265521 · OUTWING, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam J Coons is a registered financial advisor based in SANTA BARBARA, California, affiliated with OUTWING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Adam

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Adam is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

OUTWING, LLC

OUTWING PRIVATE WEALTH MANAGEMENT

AUM

$163M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OUTWING, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 5265521

Firm CRD# 322444

View on FINRA BrokerCheck →

Looking for a financial advisor in SANTA BARBARA?

Browse all registered financial advisors in SANTA BARBARA, California or claim this profile if it's yours.

Browse SANTA BARBARA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Adam J Coons offer?

Adam J Coons specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.

What are Adam J Coons's credentials?

Adam J Coons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam J Coons located?

Adam J Coons is based in SANTA BARBARA, California, working with OUTWING, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Adam J Coons charge for services?

Adam J Coons's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OUTWING, LLC?

OUTWING, LLC has approximately 3 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →