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James Matthew Zundel

COIGN CAPITAL ADVISORS LLC·DRAPER, Utah
Unclaimed Profile
12012 SOUTH 700 E., DRAPER, UT 84020CRD# 2310284Firm CRD# 171306
01

About

James Matthew 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# 2310284
Firm CRD# 171306
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Matthew Zundel offer?
James Matthew Zundel specializes in Financial Planning, Investment Management. Contact their office in DRAPER, Utah for a consultation.
What are James Matthew Zundel's credentials?
James Matthew Zundel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Matthew Zundel located?
James Matthew 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 James Matthew Zundel charge for services?
James Matthew 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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