COHALO ADVISORY LLC
Legal name: COHALO
CRD #297315 SEC #801-130847 SNOQUALMIE, WA 833-426-4256
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
1
Clients
--
Accounts
66
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1B | $1B | $0 | 1 | 3 |
| Jul 2024 | $838.2M | $838.2M | $0 | 1 | 3 |
| Jul 2024 | $838.2M | $838.2M | $0 | 1 | 3 |
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees1
Clients3
DateJul 2024
Total AUM$838.2M
Discretionary$838.2M
Non-Disc.$0
Employees1
Clients3
DateJul 2024
Total AUM$838.2M
Discretionary$838.2M
Non-Disc.$0
Employees1
Clients3