Claim Profile
SC

Sarah Jennifer Katherine Cowell

MANNA TREE PARTNERS, LLC·VAIL, Colorado
Unclaimed Profile
1310 WESTHAVEN DRIVE, VAIL, CO 81657CRD# 7188741Firm CRD# 299654
01

About

Sarah Jennifer Katherine Cowell is a registered financial advisor based in VAIL, Colorado, affiliated with MANNA TREE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MANNA TREE PARTNERS, LLC
MANNA TREE PARTNERS, LLC
AUM
$563M
Regulatory assets under management
Employees
16
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7188741
Firm CRD# 299654
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VAIL?

Browse all registered financial advisors in VAIL, Colorado or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Sarah Jennifer Katherine Cowell offer?
Sarah Jennifer Katherine Cowell specializes in Retirement Planning. Contact their office in VAIL, Colorado for a consultation.
What are Sarah Jennifer Katherine Cowell's credentials?
Sarah Jennifer Katherine Cowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Jennifer Katherine Cowell located?
Sarah Jennifer Katherine Cowell is based in VAIL, Colorado, working with MANNA TREE PARTNERS, LLC. Their office serves clients in the VAIL metropolitan area and surrounding communities.
How does Sarah Jennifer Katherine Cowell charge for services?
Sarah Jennifer Katherine Cowell's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MANNA TREE PARTNERS, LLC?
MANNA TREE PARTNERS, LLC has approximately 16 employees and manages $563M 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 →
Browse by specialty