| Name | Title | Ownership | Since |
|---|---|---|---|
| Bswm, Inc. | Owner | 5-10% | 2024 |
| Cofg Brokerage, Inc. Control | Owner | 50-75% | 2024 |
| David Nathan Navarro Control | President | 50-75% | 2024 |
Cofg Advisors, LLC reports $907.3 million in regulatory assets under management on its Form ADV.
Cofg Advisors, LLC reports 18 employees.
Cofg Advisors, LLC is based in Oak Brook, IL and has been SEC-registered since 2024.
Cofg Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 903 Commerce Drive,, Suite 300, Oak Brook, IL 60523 |
| Phone | (630) 954-5572 |
| Fax | (630) 954-5701 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $907.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $907.3M |