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Cohalo Advisory LLC

● SEC registered since 2024CRD 297315SEC# 801-130847Snoqualmie, WA
Export (members)
Reg. AUM
$1.03B
Employees
1
Accounts
66
Location
Snoqualmie, WA

Cohalo Advisory LLC assets under management

Cohalo Advisory LLC is a registered investment adviser overseen by the SEC based in Snoqualmie, WA. The firm has been registered since 2024. It reports $1 billion in regulatory assets under management and employs 1 people.
cohalo.comView on SEC.gov ↗

Cohalo Advisory LLC owners & executives

3 reported
NameTitleOwnershipSince
Cohalo, LLC ControlOwner (holding Company)Over 75%2019
Colton Loder ControlPrincipal, CcoUnder 5%2018
Colton Loder ControlPrincipalOver 75%2018

Frequently asked questions

How much does Cohalo Advisory LLC manage?

Cohalo Advisory LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Cohalo Advisory LLC have?

Cohalo Advisory LLC reports 1 employees.

Where is Cohalo Advisory LLC located?

Cohalo Advisory LLC is based in Snoqualmie, WA and has been SEC-registered since 2024.

Does Cohalo Advisory LLC disclose fund performance?

Cohalo Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address35302 SE Center Street, Suite 503, Snoqualmie, WA 98065-9216
Phone833-426-4256
Fax833-426-4256
Office hoursBy Appointment Only
SEC regionSan Francisco Regional Office (SFRO)
CIK2056438
Discloses disciplinary historyNo

Assets under management

Discretionary$1.03B
Non-discretionary$0
Total (RAUM)$1.03B