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Daniel Zundel

COIGN CAPITAL ADVISORS LLC·DRAPER, Utah
Unclaimed Profile
12012 SOUTH 700 E., DRAPER, UT 84020CRD# 6962967Firm CRD# 171306
01

About

Daniel Zundel is a registered financial advisor based in DRAPER, Utah, affiliated with COIGN CAPITAL ADVISORS 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
COIGN CAPITAL ADVISORS LLC
COIGN CAPITAL ADVISORS LLC
AUM
$288M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at COIGN CAPITAL ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6962967
Firm CRD# 171306
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Zundel offer?
Daniel Zundel specializes in Financial Planning, Investment Management. Contact their office in DRAPER, Utah for a consultation.
What are Daniel Zundel's credentials?
Daniel Zundel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Zundel located?
Daniel Zundel is based in DRAPER, Utah, working with COIGN CAPITAL ADVISORS LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does Daniel Zundel charge for services?
Daniel Zundel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COIGN CAPITAL ADVISORS LLC?
COIGN CAPITAL ADVISORS LLC has approximately 6 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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