Coffey Private Wealth Management Review


Trust Score 86%
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Last updated: May 26th, 2019. Data source: SEC filings.

Coffey Private Wealth Management, federally registered in 2012, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 1 advisors. Coffey Private Wealth Management manages $5.5 million and provides investment advisory services for 4 clients (1:4 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $1,375,000
Hybrid Advisor No
Disciplinary History No
Total AUM $5.5 million
Advisor / Client Ratio 1:4
Headquarters Houston, TX
SEC Filings Forms and Brochures    (CRD # 160423)
State(s) Registered LA


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