Cohalo Advisory

Finance · Washington, United States · 1-10 Employees

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Overview

Headquarters

35302 SE Center St Ste 503, Snoqualmie, ...

Phone Number

(833) 426-4256

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Cohalo Advisory

Cohalo is a money management firm that specializes in portfolio analytics and derivatives-based strategies, aiming to improve investment portfolios for discerning clients. The firm offers asset management services tailored to client-specific requirements, focusing on investor-friendly terms and structures. Cohalo serves partners such as lean institutional teams, dynamic executives, and sophisticated asset owners who prioritize competence and character. Their collaborative service model and innovative market strategies are designed to forge strong relationships of trust and achieve superior results.Explore more
Cohalo Advisory's Social MediaPopular SearchesCohalo Advisory LLCCohaloCohalo Capital LLCCohalo LLCCohalo Jawbone LLCSIC Code 62,628NAICS Code 52,523Show more

Cohalo Advisory Org Chart

PhoneEmail
CL
United States flag for contact location.

Managing Principal

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Cohalo Advisory

<$5M
1-10
Private
<$5M
2018
CL
Colton LoderManaging Principal
$6M
11-50
Private
-
1998
KS
Kenneth SperlingChief Technology Officer
$5.6M
11-50
Private
-
1997
<$5M
11-50
Private
<$5M
1999
JP
J. PerrySenior Vice President
<$5M
1-10
Private
-
2011
RB
Ryan BrennanHead Trader
<$5M
11-50
Private
-
2005
N/A
<$5M
1-10
Private
-
2002
LG
Lewis GelbmanPrincipal Owner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Cohalo Advisory is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Cohalo Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Cohalo Advisory.

Cohalo Advisory financials insights

Gather financial insights about Cohalo Advisory, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$19K

See All Cohalo Advisory's Financials Insights

Cohalo Advisory Tech Stack

A closer look at the technologies used by Cohalo Advisory

Top Finance Companies

Frequently Asked Questions Regarding Cohalo Advisory

What is Cohalo Advisory's official website?
Cohalo Advisory's official website is www.cohalo.com
What is Cohalo Advisory's Revenue?
Cohalo Advisory's revenue is <$5 Million
What is Cohalo Advisory's SIC code?
Cohalo Advisory's SIC: 62,628
What is Cohalo Advisory's NAICS code?
Cohalo Advisory's NAICS: 52,523
How many employees does Cohalo Advisory have?
Cohalo Advisory has 1-10 employees
What industry does Cohalo Advisory belong to?
Cohalo Advisory is in the industry of: Finance, Securities Trading
What is Cohalo Advisory competition?
Cohalo Advisory top competitors include: Cozzene Advisors, Bridgeport Asset Management, Price Asset Management, R G Niederhoffer Capital Management
What technology does Cohalo Advisory use?
Some of the popular technologies that Cohalo Advisory uses are: WordPress.org, PHP, Microsoft 365, Font Awesome
How do I contact Cohalo Advisory?
Cohalo Advisory contact info: Phone number: (833) 426-4256 Website: www.cohalo.com
What does Cohalo Advisory do?

Cohalo is a money management firm that specializes in portfolio analytics and derivatives-based strategies, aiming to improve investment portfolios for discerning clients. The firm offers asset management services tailored to client-specific requirements, focusing on investor-friendly terms and structures. Cohalo serves partners such as lean instit... utional teams, dynamic executives, and sophisticated asset owners who prioritize competence and character. Their collaborative service model and innovative market strategies are designed to forge strong relationships of trust and achieve superior results.Read More

What are Cohalo Advisory social media links?
Cohalo Advisory Linkedin page Cohalo Advisory Twitter page Cohalo Advisory Facebook page
Is Cohalo Advisory a public company?
Cohalo Advisory is private company therefore does not currently have an official ticker symbol
See more information about Cohalo Advisory

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