Chase
Coffin
Moneta Group Investment Advisors, LLC
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About this Advisor
Chase Coffin is a financial advisor based in Mission, Kansas, working with Moneta Group Investment Advisors, LLC. Chase has previously held positions at Invesco Distributors, Inc, Grosvenor Capital Management, Pricewaterhouse Coopers LLP, Blackrock, Blackrock Investments LLC, and Moneta Group Investment Advisors, LLC. Chase has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Illinois, and Missouri. Currently, Chase is part of Moneta Group Investment Advisors, LLC, which operates out of Mission, Kansas. The firm has 4 offices and 501 employees. The firm manages assets totaling $37.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Moneta Group Investment Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Moneta Group Investment Advisors, LLC Brokerage Details
$37,481,639,918
501
40,790
$918,893
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Chase Coffin Work History
Moneta Group Investment Advisors, LLC
Blackrock
Blackrock Investments LLC
Invesco Distributors, Inc
Grosvenor Capital Management
Pricewaterhouse Coopers Llp
Disclosures
Please visit the SEC profile of Chase Coffin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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