Coughlin Financial Services, Inc
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Overview
Coughlin Financial Services, Inc operates as a financial advisor company that has its headquarters in Larchmont, New York. Coughlin Financial Services, Inc controls $28.7 million in assets across 46 customer accounts. The company has a small team, including 1 financial advisor. Coughlin Financial Services, Inc does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets like bonds, options and equities.
Coughlin Financial Services, Inc oversees some of the firm's accounts in a discretionary manner. Discretionary management signifies that an investment advisor has the discretion to make transaction decisions for the client's account without requiring the client's authorization. The company also manages 43 non-discretionary accounts totaling $25.7 million in assets. Coughlin Financial Services, Inc's average account size is $623,283. The average advisor at Coughlin Financial Services, Inc oversees about 46 client accounts, making it about average in terms of personalization.
Coughlin Financial Services, Inc's central office is at 178 Myrtle Boulevard, Larchmont, New York 10538. Coughlin Financial Services, Inc is legally allowed to provide services to clients in the state of New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Coughlin Financial Services, Inc by the Numbers
$28.7 million
1
46
$623.3 thousand
Fee Structure
Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by Coughlin Financial Services, Inc likely consist of the following fee types: asset-based, hourly or fixed. The firm does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company provides services to retail investors and high net worth investors. Out of its 46 clients, Coughlin Financial Services, Inc's largest client by number of accounts is retail investors, though it also caters to six high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 13.95%
- Other Individuals - 86.05%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Coughlin Financial Services, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Coughlin Financial Services, Inc
Larchmont, NY
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