Investment adviser · CRD 124264

COLE INVESTMENT ADVISORS, INC.

Investment adviser filing (IA)

PORTAGE, MI, United States · Form ADV filed Jun 13, 2012

Regulatory AUM
$38M
Form ADV · Item 5.F
Client accounts
128
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: Jun 13, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly

Principal office

2401 WEST CENTRE AVENUE
PORTAGE, MI, 49024, United States

CRD 124264

Filing source

Form ADV 652866 · Jun 13, 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.