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Coffman Wealth Advisors
COFFMAN WEALTH ADVISORS, LLC is a state-registered investment adviser in POPLAR BLUFF, MO. The firm manages $477,027 in assets. It has 2 employees and 2...
Overview
COFFMAN WEALTH ADVISORS, LLC is a state-registered investment adviser in POPLAR BLUFF, MO. The firm manages $477,027 in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
Who owns and runs Coffman Wealth Advisors?
The ownership and management of Coffman Wealth Advisors are not publicly identified. Multi-family offices of this type are often led by a founding principal, frequently an attorney, CPA, or former private banker who initially served as trustee or advisor to a founding family. No named principals are available in public records.
Does Coffman Wealth Advisors make direct private investments?
Most multi-family offices of Coffman Wealth Advisors' apparent profile do not lead direct private investments or operate in-house private equity funds. They more commonly allocate client capital to external private equity, venture capital, and real estate funds. The firm has not publicly disclosed any direct-investment capabilities or a proprietary deal pipeline.
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