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Cosner Financial Group, LLC

● SEC registered since 2015CRD 147942SEC# 801-95177Windsor, CO
Export (members)
Reg. AUM
$324.5M
Employees
5
Accounts
985
Location
Windsor, CO

Cosner Financial Group, LLC assets under management

Cosner Financial Group, LLC operates as an SEC-registered investment adviser based in Windsor, CO. The firm has been registered since 2015. It reports $324.5 million in regulatory assets under management and employs 5 people.
cosnerfinancialgroup.comView on SEC.gov ↗

Cosner Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeremy Caleb NewtonCco-Chief Compliance OfficerUnder 5%2021
Ryan Patrick Cosner ControlManaging MemberOver 75%2008

Frequently asked questions

How much does Cosner Financial Group, LLC manage?

Cosner Financial Group, LLC reports $324.5 million in regulatory assets under management on its Form ADV.

How many employees does Cosner Financial Group, LLC have?

Cosner Financial Group, LLC reports 5 employees.

Where is Cosner Financial Group, LLC located?

Cosner Financial Group, LLC is based in Windsor, CO and has been SEC-registered since 2015.

Does Cosner Financial Group, LLC disclose fund performance?

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

Contact & registration

Address628 Main St, Windsor, CO 80550
Phone(970) 482-3922
Fax(866) 260-1029
Office hours8:00 a.m. To 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$322.9M
Non-discretionary$1.6M
Total (RAUM)$324.5M