COLE INVESTMENT ADVISORS, INC.
CRD #124264 SEC #801-69752 PORTAGE, MI 269-329-6600
SEC Registered
Total AUM
$38M
Discretionary
$11.1M
Employees
1
Clients
0
Accounts
128
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $38M | $11.1M | $26.8M | 1 | 26 |
| Jun 2012 | $38M | $11.1M | $26.8M | 1 | 26 |
| Mar 2012 | $38M | $11.1M | $26.8M | 1 | 26 |
| Apr 2011 | $40.9M | $20M | $20.9M | 5 | -- |
| Mar 2010 | $36.4M | $17.4M | $19M | 5 | -- |
| Oct 2009 | $32.8M | $16.5M | $16.3M | 5 | -- |
DateJun 2012
Total AUM$38M
Discretionary$11.1M
Non-Disc.$26.8M
Employees1
Clients26
DateJun 2012
Total AUM$38M
Discretionary$11.1M
Non-Disc.$26.8M
Employees1
Clients26
DateMar 2012
Total AUM$38M
Discretionary$11.1M
Non-Disc.$26.8M
Employees1
Clients26
DateApr 2011
Total AUM$40.9M
Discretionary$20M
Non-Disc.$20.9M
Employees5
Clients--
DateMar 2010
Total AUM$36.4M
Discretionary$17.4M
Non-Disc.$19M
Employees5
Clients--
DateOct 2009
Total AUM$32.8M
Discretionary$16.5M
Non-Disc.$16.3M
Employees5
Clients--