COHALO ADVISORY LLC

COHALO
SNOQUALMIE, Washington·1 registered advisor·CRD# 297315
SEC# 801-1308470833-426-4256
01

Firm Overview

AUM
$838M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at COHALO ADVISORY LLC

1 registered advisor
Colton Loder
SNOQUALMIE, Washington
05

Office Locations

SNOQUALMIE, Washington
1 advisor

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Data sourced from SEC Form ADV filings. COHALO ADVISORY LLC (CRD# 297315) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.