Coolidge & Company, LLC (Memphis)

Coolidge & Company, LLC is a large advisory firm based in Memphis. It manages $17.63 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2002.

Coolidge & Company provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Coolidge & Company: assets under management

The assets under management (AUM) of Coolidge & Company, LLC is $17.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.26 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Coolidge & Company, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Coolidge & Company, LLC

William Anderson Coolidge has been acting as President since 1 Apr 1999. Charles Royal Coolidge joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Anderson Coolidge	President	1 Apr 1999	50% - 75%	53346
Charles Royal Coolidge	Vice president	1 Apr 1999	25% - 50%	4366837

Based in Memphis

The principal office where Coolidge & Company, LLC performs its advisory services is located at 6077 Primacy Parkway, Memphis, TN 38119, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.