Cosner Financial Group, LLC
Cosner Financial Group, LLC is an SEC-registered mass-market adviser in Windsor, CO with $369.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Cosner Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147942, SEC 801-95177, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $369.8M (2026-02-12)
- Firm type
- Mass-Market Adviser
- Location
- Windsor, CO
- Employees
- 5
- Clients
- 635
- CRD
- 147942
- Ownership
- COSNER, RYAN, PATRICK; COSNER, JAMES, PATRICK; KELLY, AUSTIN, GENE; NEWTON, JEREMY, CALEB
How much AUM does Cosner Financial Group, LLC have?
Cosner Financial Group, LLC reported $369.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Cosner Financial Group, LLC?
Disclosed owners and executives of Cosner Financial Group, LLC include COSNER, RYAN, PATRICK, COSNER, JAMES, PATRICK, KELLY, AUSTIN, GENE, NEWTON, JEREMY, CALEB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.