COHALO ADVISORY LLC

COHALO ADVISORY LLC of SNOQUALMIE, WA is an SEC-registered investment adviser (CRD 297315). Regulatory assets under management: $1.3B.

Registration

• CRD: 297315
• SEC file number: 801-130847
• Type: Registered investment adviser
• Location: 35302 SE CENTER STREET, SUITE 503, SNOQUALMIE, WA, 98065-9216
• Phone: 833-426-4256
• Latest filing: 2026-04-10
• Regulatory AUM: $1.3B
• Discretionary AUM: $1.3B
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Pooled vehicles, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297315 on SEC IAPD (source of record)
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