COLE INVESTMENT ADVISORS, INC.
COLE INVESTMENT ADVISORS, INC. of PORTAGE, MI is an SEC-registered investment adviser (CRD 124264). Regulatory assets under management: $3.9M.
Registration
- CRD: 124264
- SEC file number: 801-69752
- Type: Registered investment adviser
- Location: 2401 WEST CENTRE AVENUE, PORTAGE, MI, 49024
- Phone: 269-903-7995
- Latest filing: 2026-03-31
- Regulatory AUM: $3.9M
- Discretionary AUM: $3.9M
- Clients: 1
- Accounts: 11
Business model
Compensation: % of AUM, Fixed.
Clients served: High net worth, Other.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| COLE FLETCHER SCOTT | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| IMMEKUS ANGELA LYNN | CORPORATE SECRETARY | — |
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