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COTE FINANCIAL MANAGEMENT

COTE FINANCIAL MANAGEMENT, LLC

CRD 153088 · SEC 801-130714

Visit website

MA, United States

Phone

978-767-9501

Fax

978-767-9503

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$151.2M

Discretionary AUM

$0

Team

3 total employees; 1 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals104$29.4M
High net worth individuals28$120.3M
Corporations/business entities2$1.6M

States served

MA, TX, NH

All web addresses on file

Official SEC filing: View on IAPD