COLE FINANCIAL ADVISORS, INC.

CRD 323312

3355 N. UNIVERSITY AVE., STE. 150, PROVO, UT, 84604, United States

Phone

801-374-6393

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2024-12-11

Disciplinary history

Services

Portfolio management (individuals)Pension consulting

Official SEC filing: View on IAPD