Investment adviser · CRD 108144

C. VICTOR COATES, C.P.A.

Investment adviser filing (IA)

COATES CARL VICTOR

PONCA CITY, OK, United States · Form ADV filed Apr 20, 2012

Regulatory AUM
$32.9M
Form ADV · Item 5.F
Client accounts
114
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 20, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

1223 E HIGHLAND, SUITE 314
PONCA CITY, OK, 74601, United States

CRD 108144

Filing source

Form ADV 641994 · Apr 20, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.