Adviser Profile
| As of Date | 08/16/2024 |
| Registration status | Registration Changed to COHALO ADVISORY LLC |
| ADV Location | SNOQUALMIE, WA, United States |
| Contact Info | 833 xxxxxxx |
| Websites |
| AUM* | 838,200,000 1699% |
| of that, discretionary | 838,200,000 7451% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 12,326,471 1805% |
| % High Net Worth | 30.56% -6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other investment advisers
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds