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Cosner Financial Group
COSNER FINANCIAL GROUP, LLC is an SEC-registered investment adviser in Windsor, CO, registered since 2015. The firm manages $370 million in assets, with $368...
Overview
COSNER FINANCIAL GROUP, LLC is an SEC-registered investment adviser in Windsor, CO, registered since 2015. The firm manages $370 million in assets, with $368 million discretionary. It has 5 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Frequently asked questions
Who runs investment decisions at Cosner Financial Group?
Cosner Financial Group does not publicly disclose its investment committee or key personnel by name. As a registered investment advisor, it operates with a fiduciary duty, meaning decisions are made in the client's interest, but specific principals are not listed on the firm's public materials.
Does Cosner Financial Group participate in fund commitments or only direct deals?
Based on the firm's disclosed model, it allocates to external funds and direct investments. The firm does not appear to operate commingled fund vehicles of its own, operating instead on an advisory basis for each client's portfolio.
What investment stages does Cosner Financial Group typically target?
The firm's portfolio construction spans liquid public markets and illiquid private investments, but specific stage preferences — venture, growth, buyout — are not publicly outlined. The focus is on total portfolio asset allocation rather than a single stage.
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