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Adam J Coons

OUTWING, LLC·SANTA BARBARA, California
Unclaimed Profile
735 STATE ST., SANTA BARBARA, CA 93101CRD# 5265521Firm CRD# 322444
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OUTWING, LLC
OUTWING PRIVATE WEALTH MANAGEMENT
AUM
$163M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at OUTWING, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5265521
Firm CRD# 322444
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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