Unclaimed Profile

James Matthew Zundel

COIGN CAPITAL ADVISORS LLC·DRAPER, Utah

Clean recordCOIGN CAPITAL ADVISORS LLC

12012 SOUTH 700 E., DRAPER, UT 84020CRD# 2310284Firm CRD# 171306

Profile Verification

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

Identity

James Matthew Zundel · DRAPER, UT

Registration

CRD #2310284 · COIGN CAPITAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

COIGN CAPITAL ADVISORS LLC

AUM

$288M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2310284

Firm CRD# 171306

View on FINRA BrokerCheck →

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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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