COLE INVESTMENT ADVISORS, INC.

PORTAGE, Michigan·2 registered advisors·CRD# 124264
SEC# 801-69752269-329-6600
01

Firm Overview

AUM
$38M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at COLE INVESTMENT ADVISORS, INC.

2 registered advisors
Angela Lynn Immekus
PORTAGE, Michigan
Jeffrey Scott Cole
PORTAGE, Michigan
05

Office Locations

PORTAGE, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. COLE INVESTMENT ADVISORS, INC. (CRD# 124264) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.