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Karen Joy Scott

COE CAPITAL MANAGEMENT, LLC·DEERFIELD, Illinois
Unclaimed Profile
9 PARKWAY NORTH, DEERFIELD, IL 60015CRD# 3189062Firm CRD# 112447
01

About

Karen Joy Scott is a registered financial advisor based in DEERFIELD, Illinois, affiliated with COE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
COE CAPITAL MANAGEMENT, LLC
COE CAPITAL MANAGEMENT, LLC
AUM
$177M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at COE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: BENEFICIAL TERMS ON PRIVATE INVESTMENTS
Regulatory
SEC/IARD CRD# 3189062
Firm CRD# 112447
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Karen Joy Scott offer?
Karen Joy Scott specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEERFIELD, Illinois for a consultation.
What are Karen Joy Scott's credentials?
Karen Joy Scott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Joy Scott located?
Karen Joy Scott is based in DEERFIELD, Illinois, working with COE CAPITAL MANAGEMENT, LLC. Their office serves clients in the DEERFIELD metropolitan area and surrounding communities.
How does Karen Joy Scott charge for services?
Karen Joy Scott's firm is compensated through percentage of aum, subscription fees, other: beneficial terms on private investments. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COE CAPITAL MANAGEMENT, LLC?
COE CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $177M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DEERFIELD
Philip Jeffrey Cole — HOCHMAN COLE INVESTMENT ADVISORS, INC.Allen Curtis Berg — WAVELAND FAMILY OFFICE, LLCClemens Peter Ciupke — ROBERTS, GLORE & CO.Jim Lance Calaway — ROBERTS, GLORE & CO.Joel Leonard Hochman — HOCHMAN COLE INVESTMENT ADVISORS, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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