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COHO ADVISORY SERVICES, LLC
CRD 325710
3150 C STREET, SUITE 240, ANCHORAGE, AK, 99503, United States
Phone
907-333-2646
Fax
907-290-8418
Registration
— (—)
Source
State registered
Total AUM
$52.4M
Discretionary AUM
$14.6M
Team
4 total employees; 4 advisory reps; 37 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $28.9M |
| High net worth individuals | 7 | $17.4M |
| Pension/profit sharing plans | 6 | $5.9M |
| Corporations/business entities | 3 | $299K |
All web addresses on file
Official SEC filing: View on IAPD