Unclaimed Profile

Daniel Zundel

COIGN CAPITAL ADVISORS LLC·DRAPER, Utah

Series 65Clean record8 years registeredCOIGN CAPITAL ADVISORS LLC

12012 SOUTH 700 E., DRAPER, UT 84020CRD# 6962967Firm CRD# 171306

Profile Verification

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

Identity

Daniel Zundel · DRAPER, UT

Registration

CRD #6962967 · COIGN CAPITAL ADVISORS LLC · 8 years registered

Brand Profile

Not yet started

Career History

COIGN CAPITAL ADVISORS LLC

Jun 2018 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 1, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

COIGN CAPITAL ADVISORS LLC

CRD 171306 · SEC 801-112895

AUM

$288M

Regulatory assets under management

Employees

884 client accounts

Services offered by COIGN CAPITAL ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at COIGN CAPITAL ADVISORS LLC →

Introduction

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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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