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Coons Advisors

EST. AUM
$587,033,258

CONTACTS
2

CLIENT ACCOUNTS
341

Firm Details

Metro area Columbus
CRD Number 129067
Website coonsadvisors.com
Client types

Overview

Coons Advisors specializes in managing investment portfolios for individuals, families, and charitable organizations. The firm's portfolio managers develop and implement tailored investment strategies designed to meet the distinct objectives of each client, typically incorporating a balanced mix of stocks and bonds. By maintaining a limited number of clients per portfolio manager, Coons Advisors ensures the creation and management of highly customized client portfolios. Established in 2003, the firm is led by financial professionals with an average of over 25 years of experience and operates offices in Columbus, Ohio, and Naples, Florida. As of December 31, 2023, Coons Advisors managed over $533 million in assets for clients across more than 20 states.

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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