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Coalson Financial Services
COALSON FINANCIAL SERVICES, LLC is a state-registered investment adviser in LAS CRUCES, NM. The firm manages approximately $14 million in regulatory assets.
Overview
COALSON FINANCIAL SERVICES, LLC is a state-registered investment adviser in LAS CRUCES, NM. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Las Cruces
Corporate office
Middletown, Ohio, United States
Principals
Alan Coalson
Founder and President
Sector focus
Frequently asked questions
What asset classes does Coalson Financial Services allocate to?
The firm focuses on direct real estate investments, private credit, and operating businesses. Its approach is conservative and cash-flow oriented, avoiding venture capital and public equities.
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