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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
- LEI
- 25490073EW7JUR8ZHL05
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LODER, COLTON | I | PRINCIPAL, CCO | NA | Control |
| LODER, COLTON | I | PRINCIPAL, CCO | NA | Control |
| LODER, COLTON | I | PRINCIPAL, CCO | NA | Control |
| COHALO, LLC | DE | OWNER (HOLDING COMPANY) | E | Control |
| COHALO, LLC | DE | OWNER (HOLDING COMPANY) | E | Control |
| COHALO, LLC | DE | OWNER (HOLDING COMPANY) | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LODER, COLTON | I | COHALO, LLC | E | Control |
| LODER, COLTON | I | COHALO, LLC | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (2)
UT WA
Address
35302 SE CENTER STREETSUITE 503
SNOQUALMIE, WA 98065-9216
United States
Phone: 833-426-4256