RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
IMMEKUS, ANGELA, LYNNICORPORATE SECRETARYNA Control
IMMEKUS, ANGELA, LYNNICORPORATE SECRETARYNA Control
IMMEKUS, ANGELA, LYNNICORPORATE SECRETARYNA Control
IMMEKUS, ANGELA, LYNNICORPORATE SECRETARYNA Control
COLE, JEFFREY, SCOTTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
COLE, JEFFREY, SCOTTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
COLE, JEFFREY, SCOTTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
COLE, JEFFREY, SCOTTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
COLE, JEFFREY, SCOTTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
COLE, JEFFREY, SCOTTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
COLE, JEFFREY, SCOTTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
COLE, JEFFREY, SCOTTIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
IMMEKUS, ANGELA, LYNNICORPORATE SECRETARYB Control
IMMEKUS, ANGELA, LYNNICORPORATE SECRETARYB Control
IMMEKUS, ANGELA, LYNNICORPORATE SECRETARYB Control
IMMEKUS, ANGELA, LYNNICORPORATE SECRETARYB Control

Registrations

Federal

IA
Mar 28, 2012 REGISTERED

Notice Filings (1)

MI

Address

2401 WEST CENTRE AVENUE
PORTAGE, MI 49024
United States
Phone: 269-329-6600