COUGHLIN FINANCIAL SERVICES, INC.
CRD #120511 SEC #801-113211 LARCHMONT, NY 914-834-1234
SEC Registered
Total AUM
$35.2M
Discretionary
$3.7M
Employees
1
Clients
0
Accounts
39
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $35.2M | $3.7M | $31.5M | 1 | 10 |
| Mar 2024 | $35.2M | $3.7M | $31.5M | 1 | 0 |
| Mar 2023 | $28.7M | $3M | $25.7M | 1 | 0 |
| Feb 2022 | $40.6M | $40.6M | $0 | 1 | 0 |
| Mar 2021 | $48.9M | $48.9M | $0 | 1 | 0 |
| May 2020 | $31M | $11.4M | $19.6M | 1 | 0 |
| Mar 2020 | $31M | $11.4M | $19.6M | 1 | 0 |
| Feb 2019 | $28.9M | $10.4M | $18.5M | 1 | 0 |
| Apr 2018 | $29.4M | $13M | $16.4M | 1 | 3 |
DateMar 2024
Total AUM$35.2M
Discretionary$3.7M
Non-Disc.$31.5M
Employees1
Clients10
DateMar 2024
Total AUM$35.2M
Discretionary$3.7M
Non-Disc.$31.5M
Employees1
Clients0
DateMar 2023
Total AUM$28.7M
Discretionary$3M
Non-Disc.$25.7M
Employees1
Clients0
DateFeb 2022
Total AUM$40.6M
Discretionary$40.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$48.9M
Discretionary$48.9M
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$31M
Discretionary$11.4M
Non-Disc.$19.6M
Employees1
Clients0
DateMar 2020
Total AUM$31M
Discretionary$11.4M
Non-Disc.$19.6M
Employees1
Clients0
DateFeb 2019
Total AUM$28.9M
Discretionary$10.4M
Non-Disc.$18.5M
Employees1
Clients0
DateApr 2018
Total AUM$29.4M
Discretionary$13M
Non-Disc.$16.4M
Employees1
Clients3