Coe Hill Advisors, LLC

 

 

 

 
172 Coe Hill Road, PO Box 107
Center Harbor, NH 03226 U.S.A.
Toll-Free:  +1 (866) 370-9512
Direct:  +1 (603) 724-6721

Managed account/advisory relationships with Coe Hill Advisors, LLC ("CHA") must be opened through one or more appropriately registered custodial/clearing brokerage firms. The account shall be held or carried at such firm(s). Account funds are deposited with the third-party custodian/clearing firm, not with CHA, who is independent and has no brokerage affiliation.

Clients may freely select the brokerage firm(s) of their choosing for their account, subject to CHA approval. If you maintain a current brokerage relationship, contact your account representative to assist you with the process of setting up a CHA-managed account. You may also research your own broker if you do not currently maintain such a relationship. Alternately, refer to the broker list provided as a convenience resource, below.

CHA Current Broker List:

 Interactive Brokers  

Interactive Brokers is located at One Pickwick Plaza, Greenwich, CT 06830, USA.

Main telephone: +1 (203) 618-5700. 

The above list does not constitute a recommendation by CHA of any broker; rather, the list reflects those firms with which CHA and/or CHA's clients currently maintain relationships. Approval of a broker by CHA is based primarily upon a best execution set of criteria, as well as a consideration of those factors relating generally to a firm's financial strength, reputation, integrity, service capabilities, managerial & technological savvy, transparency, credit rating, liquidity and counterparty risk.

If you have any questions about the information on this site or the account opening process, direct inquiries using the contact data provided above, or click on the appropriate link below to continue to view the site.

 

The risk of loss in trading futures, forex, securities or options is substantial. An investment with Coe Hill Advisors, LLC is speculative, involves a high degree of risk, and is intended only for sophisticated investors who are able to bear the loss of more than their entire investment. Past performance is not necessarily indicative of future results.