COE Capital Management LLC
Legal Name: COE CAPITAL MANAGEMENT, LLC
Full Contact Details
COE Capital Management LLC
430 PARK AVENUE, SUITE 2B, HIGHLAND PARK, IL
847-597-1700
847-597-1701
Other Info
COE Capital Management LLC is a limited liability company based in Illinois, with a history that dates back to May 1999, per SEC (U.S. Securities and Exchange Commission) records. The firm has a team of 4 employees, and while it's unclear how many clients they serve, they have a registered status as "Approved." COE Capital Management LLC seems to specialize in offering advisory services, as 2 of its 4 team members are advisors.
Direct Owners
-
MARK D. COE 2012 IRREVOCABLE TRUST DTD SEPT. 20, 2012
OWNER owns 75% or more
-
MARK D. COE REVOCABLE TRUST DTD MARCH 25, 1993
OWNER owns more than 10% but less than 25%
-
MARK DAVID COE
MANAGER owns less than 5%
-
PAUL ROBERT WEHNER
MANAGING DIRECTOR owns less than 5%
-
PAUL ROBERT WEHNER
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
MARK DAVID COE
TRUSTEE owns 75% or more
-
MARK DAVID COE
TRUSTEE owns 75% or more
Firms Located Nearby
Top Holdings
- VANGUARD BD INDEX FD INC $4,350k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $3,146k
- Amazon.com Inc $2,962k
- VANGUARD INTL EQUITY INDEX F $2,762k
- JPMORGAN CHASE & CO $2,687k
- MasTec $2,671k
- ABBOTT LABS $2,595k
- WASTE CONNECTIONS INC $2,452k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $2,162k
- VULCAN MATERIALS CO $2,123k