COIGN CAPITAL ADVISORS LLC

DRAPER, Utah·5 registered advisors·CRD# 171306
SEC# 801-1128950801-676-4570
01

Firm Overview

AUM
$288M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COIGN CAPITAL ADVISORS LLC

5 registered advisors
Adam Gayle Lefler
DRAPER, Utah
Courtland Michael Adams
DRAPER, Utah
Daniel Zundel
DRAPER, Utah
James Matthew Zundel
DRAPER, Utah
Kirsten Zundel
DRAPER, Utah
05

Office Locations

DRAPER, Utah
5 advisors

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Data sourced from SEC Form ADV filings. COIGN CAPITAL ADVISORS LLC (CRD# 171306) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.