COSNER FINANCIAL GROUP, LLC
CRD #147942 SEC #801-95177 WINDSOR, CO (970) 482-3922
SEC Registered
Total AUM
$324.5M
Discretionary
$322.9M
Employees
5
Clients
0
Accounts
985
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $324.5M | $322.9M | $1.6M | 5 | 0 |
| Feb 2024 | $272.9M | $271.6M | $1.3M | 5 | 0 |
| May 2023 | $244.1M | $244M | $76K | 6 | 0 |
| Mar 2023 | $244.1M | $244M | $76K | 6 | 0 |
| Feb 2022 | $259.9M | $257.5M | $2.4M | 6 | 0 |
| Aug 2021 | $244.2M | $242.2M | $2M | 6 | 0 |
| Mar 2021 | $244.2M | $242.2M | $2M | 9 | 0 |
| Jun 2020 | $164M | $163.4M | $613.8K | 6 | 0 |
| Mar 2020 | $164M | $163.4M | $613.8K | 5 | 0 |
| Mar 2019 | $133.7M | $133.3M | $385.8K | 5 | 0 |
| Mar 2018 | $147.4M | $147.3M | $131.9K | 5 | 0 |
| Mar 2017 | $123.2M | $122.7M | $431.5K | 5 | 700 |
| Mar 2016 | $122.3M | $121.5M | $815K | 5 | 800 |
| Sep 2015 | $117M | $116.2M | $777.3K | 5 | 600 |
| Apr 2015 | $117M | $116.2M | $777.3K | 5 | 600 |
| Sep 2012 | $54.6M | $54.6M | $43.9K | 1 | 500 |
| May 2012 | $54.6M | $54.6M | $43.9K | 1 | 500 |
| Apr 2012 | $54.6M | $54.6M | $43.9K | 1 | 500 |
| Mar 2012 | $54.6M | $54.6M | $43.9K | 1 | 500 |
| Mar 2012 | $54.6M | $54.6M | $43.9K | 1 | 500 |
| Dec 2011 | $50.6M | $50.3M | $321.6K | 1 | 251 |
| Aug 2011 | $50.6M | $50.3M | $321.6K | 5 | -- |
| Feb 2011 | $50.6M | $50.3M | $321.6K | 5 | -- |
| Dec 2010 | $51.8M | $51.7M | $135K | 5 | -- |
| Sep 2010 | $51.8M | $51.7M | $135K | 5 | -- |
| Mar 2010 | $28M | $28M | $5.6K | 5 | -- |
DateFeb 2025
Total AUM$324.5M
Discretionary$322.9M
Non-Disc.$1.6M
Employees5
Clients0
DateFeb 2024
Total AUM$272.9M
Discretionary$271.6M
Non-Disc.$1.3M
Employees5
Clients0
DateMay 2023
Total AUM$244.1M
Discretionary$244M
Non-Disc.$76K
Employees6
Clients0
DateMar 2023
Total AUM$244.1M
Discretionary$244M
Non-Disc.$76K
Employees6
Clients0
DateFeb 2022
Total AUM$259.9M
Discretionary$257.5M
Non-Disc.$2.4M
Employees6
Clients0
DateAug 2021
Total AUM$244.2M
Discretionary$242.2M
Non-Disc.$2M
Employees6
Clients0
DateMar 2021
Total AUM$244.2M
Discretionary$242.2M
Non-Disc.$2M
Employees9
Clients0
DateJun 2020
Total AUM$164M
Discretionary$163.4M
Non-Disc.$613.8K
Employees6
Clients0
DateMar 2020
Total AUM$164M
Discretionary$163.4M
Non-Disc.$613.8K
Employees5
Clients0
DateMar 2019
Total AUM$133.7M
Discretionary$133.3M
Non-Disc.$385.8K
Employees5
Clients0
DateMar 2018
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$131.9K
Employees5
Clients0
DateMar 2017
Total AUM$123.2M
Discretionary$122.7M
Non-Disc.$431.5K
Employees5
Clients700
DateMar 2016
Total AUM$122.3M
Discretionary$121.5M
Non-Disc.$815K
Employees5
Clients800
DateSep 2015
Total AUM$117M
Discretionary$116.2M
Non-Disc.$777.3K
Employees5
Clients600
DateApr 2015
Total AUM$117M
Discretionary$116.2M
Non-Disc.$777.3K
Employees5
Clients600
DateSep 2012
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$43.9K
Employees1
Clients500
DateMay 2012
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$43.9K
Employees1
Clients500
DateApr 2012
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$43.9K
Employees1
Clients500
DateMar 2012
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$43.9K
Employees1
Clients500
DateMar 2012
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$43.9K
Employees1
Clients500
DateDec 2011
Total AUM$50.6M
Discretionary$50.3M
Non-Disc.$321.6K
Employees1
Clients251
DateAug 2011
Total AUM$50.6M
Discretionary$50.3M
Non-Disc.$321.6K
Employees5
Clients--
DateFeb 2011
Total AUM$50.6M
Discretionary$50.3M
Non-Disc.$321.6K
Employees5
Clients--
DateDec 2010
Total AUM$51.8M
Discretionary$51.7M
Non-Disc.$135K
Employees5
Clients--
DateSep 2010
Total AUM$51.8M
Discretionary$51.7M
Non-Disc.$135K
Employees5
Clients--
DateMar 2010
Total AUM$28M
Discretionary$28M
Non-Disc.$5.6K
Employees5
Clients--