Coons Advisors

Investment Advisor
in Columbus, OH

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About this Advisor

Pikling Cheung is a chartered financial analyst operating out of Columbus, Ohio who has 7 years of industry experience. Cheung is an employee of Coons Advisors. Their career trajectory has included roles at Huntington Bank and J.W. Coons Advisors, LLC. Cheung is registered to serve investors in Ohio. Coons Advisors is a financial advisory company based out of Columbus, OH. The company has a total of nine financial advisors. It oversees $503 million in assets between its 342 accounts, making it one of the bigger firms in the nation by assets under management. The firm serves eight charitable organizations. Of its 342 customer accounts, 60% are held by high-net-worth clients who have more than $1 million in assets. The firm has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors are based on which services are offered. Fees billed by Coons Advisors most likely consist of some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1151 Bethel Road Suite 204-B
Columbus, OH 43220

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Coons Advisors Brokerage Details

Total Assets Under Management


OH Average: $2,106,341,625
Total Number of Employees


OH Average: 34
Total Number of Accounts


OH Average: 1,972
Average Account Size


OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Pikling Cheung Work History

Pikling has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

J.W. Coons Advisors, LLC

1995 - 2015 (20 years)

Huntington Bank

*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.


Please visit the SEC profile of Pikling Cheung 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 Coons Advisors

John Mccorkle
Columbus, OH
Frank Siegel
Columbus, OH
Douglas Brooks
Columbus, OH
Keith Blankemeyer
Columbus, OH
James Coons
Columbus, OH
Pikling Cheung
Columbus, OH
Robert Hoffman
Columbus, OH

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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