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Coker & Palmer, Inc.

● SEC registered since 2013CRD 29163SEC# 801-77645Jackson, MS
Export (members)
Reg. AUM
$244.1M
Employees
13
Accounts
428
Location
Jackson, MS

Coker & Palmer, Inc. assets under management

Coker & Palmer, Inc. is a registered investment adviser overseen by the SEC based in Jackson, MS. The firm has been registered since 2013. It reports $244.1 million in regulatory assets under management and employs 13 people.
www.cokerpalmer.comView on SEC.gov ↗

Coker & Palmer, Inc. owners & executives

3 reported
NameTitleOwnershipSince
James David Coker ControlChief Executive Officer / Chief Financial Operations Officer / Chief Legal Officer / Cco/PresidentOver 75%1991
Loreli Ann GheeCompliance OfficerUnder 5%2021
Micheal Allen Byers ControlPrincipalUnder 5%2021

Frequently asked questions

How much does Coker & Palmer, Inc. manage?

Coker & Palmer, Inc. reports $244.1 million in regulatory assets under management on its Form ADV.

How many employees does Coker & Palmer, Inc. have?

Coker & Palmer, Inc. reports 13 employees.

Where is Coker & Palmer, Inc. located?

Coker & Palmer, Inc. is based in Jackson, MS and has been SEC-registered since 2013.

Does Coker & Palmer, Inc. disclose fund performance?

Coker & Palmer, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1667 Lelia Drive, Jackson, MS 39216
Phone601-354-0860
Fax601-354-0857
Office hours8:00 a.m. - 4:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$244.1M
Non-discretionary$0
Total (RAUM)$244.1M