| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Mark Cote Control | Chief Compliance Officer | Over 75% | 2010 |
| Stephen Mark Cote Control | Chief Executive Officer | Over 75% | 2010 |
Cote Financial Management, LLC reports $131.6 million in regulatory assets under management on its Form ADV.
Cote Financial Management, LLC reports 3 employees.
Cote Financial Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 978-767-9501 |
| Fax | 978-767-9503 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | Yes |
| Discretionary | — |
| Non-discretionary | $131.6M |
| Total (RAUM) | $131.6M |