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Colton Loder

COHALO ADVISORY LLC·SNOQUALMIE, Washington
SIE, Series 3, Series 7, Series 63CFAClean record8 years registeredCOHALO ADVISORY LLC
35302 SE CENTER STREET, SNOQUALMIE, WA 98065-9216CRD# 5376609Firm CRD# 297315

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colton Loder · SNOQUALMIE, WA
Registration
CRD #5376609 · COHALO ADVISORY LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

COHALO
Jul 2018 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Registration record
First registered · July 19, 2018
Years registered · 8
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
COHALO ADVISORY LLC
CRD 297315 · SEC 801-130847
AUM
$838M
Regulatory assets under management
Employees
1
68 client accounts
Services offered by COHALO ADVISORY LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at COHALO ADVISORY LLC →
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Frequently Asked Questions

What services does Colton Loder offer?
Colton Loder specializes in Investment Management, Wealth Management. Contact their office in SNOQUALMIE, Washington for a consultation.
What are Colton Loder's credentials?
Colton Loder holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Colton Loder located?
Colton Loder is based in SNOQUALMIE, Washington, working with COHALO ADVISORY LLC. Their office serves clients in the SNOQUALMIE metropolitan area and surrounding communities.
How does Colton Loder charge for services?
Colton Loder's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COHALO ADVISORY LLC?
COHALO ADVISORY LLC has approximately 1 employees and manages $838M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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