← Back to searchVisit website
COSNER FINANCIAL GROUP, LLC
CRD 147942 · SEC 801-95177
628 MAIN ST, WINDSOR, CO, 80550, United States
Phone
(970) 482-3922
Fax
(866) 260-1029
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$369.8M
Discretionary AUM
$368.0M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 484 | $90.4M |
| High net worth individuals | 130 | $210.4M |
| Corporations/business entities | 21 | $69.1M |
States served
AZ, CO, LA, NE, NM, OK, WY, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD