Updated:
Coughlin Financial Services
Coughlin Financial Services was established in 2000 as a US wealth manager. It serves individuals, trusts, and estates through advisory services.
Overview
Coughlin Financial Services was established in 2000 as a US wealth manager. It serves individuals, trusts, and estates through advisory services. The firm concentrates on investment advisory, financial planning, and retirement planning. Services are delivered directly to clients without disclosed fund products or co-investment programs. Geographic activity remains centered in the United States. No recent operational events from the last 24 months are recorded. Team size and additional offices are not publicly detailed. The firm functions as a conventional wealth manager without disclosed hybrid structures, club memberships, or succession vehicles.
General information
Firm type
Wealth Manager
Year founded
2000
Location
Region
North America
Country
United States
City
Larchmont
Corporate office
Larchmont, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Coughlin Financial Services?
No named principals or CIO are disclosed in available records.
Does Coughlin Financial Services participate in fund commitments or only direct deals?
Available information shows only advisory services to individuals, trusts, and estates.
What investment stages does Coughlin Financial Services typically target?
The firm focuses on advisory and planning services rather than stage-specific investments.
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