firm profile
Coalson Financial Services, LLC
Overview
Coalson Financial Services, LLC is a state registered investment adviser based in Las Cruces, NM, registered since 2008. It reports $13.6M in assets under management across 56 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $13.6M
- Accounts
- 56
- Average account
- $243K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2008
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 1 of 1
- Danen Wallis Coalson President CRD 3251315
Advisory reps 1 of 1
- Danen Wallis Coalson Investment Adviser Rep CRD 3251315
Location
- Headquarters
- 500 N Church St
Las Cruces, NM 88001 - County
- Dona Ana
- Metro area
- Las Cruces, NM
- Region
- West
Registrations
- State registered
- Registered in 1 jurisdiction
Every state, with registration dates
Similar firms near Las Cruces
- Westwind CapitalLas Cruces, NM$796M AUM
- Cratty & Swanson Advisors L.L.C.Las Cruces, NM1 reps
- Thornburg Investment Management IncSanta Fe, NM$54.5B AUM
- Ulrich Investment ConsultantsAlbuquerque, NM$3.6B AUM
- John Moore & Associates IncAlbuquerque, NM$1B AUM
request a demo
See what we have on Coalson Financial Services, LLC
We'll walk you through the full profile and how to find more firms like this one.