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Cobalt Financial Partners LLC

EST. AUM
$108,069,000

CONTACTS

CLIENT ACCOUNTS
96

Firm Details

Metro area Baltimore
CRD Number 168710
Website
Client types

Overview

Cobalt Financial Partners LLC is an SEC-registered investment adviser providing investment management and financial planning services primarily to high-net-worth individuals and other individual clients. The firm manages approximately $108.1 million across 96 non-discretionary client accounts. Its ADV reports no pooled investment vehicle clients, private funds, or discretionary fund-level capital deployment.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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