Coho Advisory Services, LLC

Overview

Coho Advisory Services, LLC is a state registered investment adviser based in Anchorage, AK, registered since 2023. It reports $52.4M in assets under management across 310 accounts, with 6 employees. It has 6 investment adviser representatives.

Reported AUM

$52.4M

Discretionary

28%

Accounts

310

Average account

$169K

Employees

6

Advisory reps

6

Registered since

2023

Jurisdictions

9

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Albert Michael Daniels Managing Member, Chief Compliance Officer CRD 4066805

Advisory reps 3 of 6

• Robert Paul Amundson Investment Adviser Rep CRD 6635377
• Jeffrey E Bynum Insurance Agent · Investment Adviser Rep CRD 5650293
• Albert Michael Daniels Insurance Agent · Investment Adviser Rep CRD 4066805

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3150 C St Ste 240
Anchorage, AK 99503

County

Anchorage

Metro area

Anchorage, AK

Region

West

Registrations

• State registered
• Registered in 9 jurisdictions
• Website: cohofinancialgroup.com

Every state, with registration dates

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