Michael
Riley

Coign Capital Advisors LLC

CRD#2703660
Investment Advisor
in Draper, UT

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About this Advisor

Michael Riley is a financial advisor based in Draper, Utah, working with Coign Capital Advisors LLC. Michael has previously held positions at Mutual Securities, Inc, Navigate Private Wealth LLC, Allegis Investment Securities, and Coign Capital Advisors, LLC. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Michael is part of Coign Capital Advisors LLC, which operates out of Draper, Utah. The firm has 6 employees and manages assets totaling $287.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Coign Capital Advisors LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

12012 South 700 E. Suite 100
Draper, UT 84020

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Coign Capital Advisors LLC Brokerage Details

Total Assets Under Management

$287,876,151

UT Average: $693,624,108
Total Number of Employees

6

UT Average: 12
Total Number of Accounts

884

UT Average: 1,115
Average Account Size

$325,652

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Riley Work History

2019 - Present (6 years)

Coign Capital Advisors, LLC

2016 - 2018 (2 years)

Allegis Investment Securities

2014 - 2016 (2 years)

Mutual Securities, Inc

2014 - 2019 (5 years)

Navigate Private Wealth LLC

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Disclosures

Please visit the SEC profile of Michael Riley 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 Coign Capital Advisors LLC

James Zundel
Draper, UT
Michael Riley
Draper, UT
Adam Lefler
Draper, UT
Heather Syrett
Draper, UT
Kyler Brooksby
Draper, UT
Daniel Zundel
Draper, UT
Courtland Adams
West Jordan, UT
Robert Welch
Draper, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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