Unclaimed Profile

James Matthew Zundel

COIGN CAPITAL ADVISORS LLC·DRAPER, Utah

Series 7, Series 9, Series 10, Series 24, Series 63, Series 65Clean record33 years registeredCOIGN 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 · 33 years registered

Brand Profile

Not yet started

Career History

COIGN CAPITAL ADVISORS LLC

May 2014 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Feb 1993 – May 2014

DRAPER, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · February 16, 1993

Years registered · 33

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 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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