AdvisorOS Directory
Claim Profile
Unclaimed Profile
CL

Colton Loder

COHALO ADVISORY LLC·SNOQUALMIE, Washington
Clean recordCOHALO 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Colton Loder is a registered financial advisor based in SNOQUALMIE, Washington, affiliated with COHALO ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

Speak with Colton

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Colton is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
COHALO ADVISORY LLC
COHALO
AUM
$838M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COHALO ADVISORY LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5376609
Firm CRD# 297315
View on FINRA BrokerCheck →

Looking for a financial advisor in SNOQUALMIE?

Browse all registered financial advisors in SNOQUALMIE, Washington or claim this profile if it's yours.

Browse SNOQUALMIE AdvisorsAre you this advisor? Claim profile
05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in SNOQUALMIE, Washington

Nathan John Ricks
FINANCIAL FREEDOM FOR DENTISTS LLC·SNOQUALMIE, WA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)KIRKLAND (52)GIG HARBOR (40)REDMOND (38)MERCER ISLAND (31)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Request removal of this profile