← Back to search
COALSON FINANCIAL SERVICES, LLC
CRD 148603
500 NORTH CHURCH STREET, LAS CRUCES, NM, 88001, United States
Phone
505-977-8338
Fax
0
Registration
— (—)
Source
State registered
Total AUM
$13.6M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $3.8M |
| High net worth individuals | 4 | $9.8M |
Official SEC filing: View on IAPD