COALSON FINANCIAL SERVICES, LLC

COALSON FINANCIAL SERVICES, LLC of LAS CRUCES, NM is an SEC-registered investment adviser (CRD 148603). Regulatory assets under management: $13.6M.

Registration

• CRD: 148603
• Type: Registered investment adviser
• Location: 500 NORTH CHURCH STREET, LAS CRUCES, NM, 88001
• Phone: 505-977-8338
• Latest filing: 2026-03-12
• Regulatory AUM: $13.6M
• Non-discretionary AUM: $13.6M
• Clients: 1
• Accounts: 56

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148603 on SEC IAPD (source of record)
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