Gregory
Cotter
Chi-Rho Financial, LLC
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About this Advisor
Gregory Cotter is a financial advisor based out of Baton Rouge, Louisiana. Cotter is an employee of Chi-Rho Financial, LLC. The advisor has gained experience at Emergent Financial Group, Inc, Register Financial Associates, Inc and Chi-Rho Financial, LLC. Cotter has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Louisiana. Chi-Rho Financial, LLC is a financial advisory business operating out of Atlanta, GA. It handles $791 million in total assets across its six accounts, making it one of the bigger firms in the United States by assets under management. Of its six accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. Chi-Rho Financial, LLC offers a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. Fees charged by financial advisors vary depending on the services offered. However, fees charged by Chi-Rho Financial, LLC can include any blend of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Chi-Rho Financial, LLC Brokerage Details
$790,968,791
12
6
$131,828,132
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Gregory Cotter Work History
Gregory has been registered as a financial advisor for 0 years.*
Chi-Rho Financial, LLC
Register Financial Associates, Inc
Emergent Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory Cotter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Chi-Rho Financial, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Baton Rouge, LA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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