Coats Financial Planning
Multi family office in Louisville, United States.
Identity
- HEADQUARTERS
- Louisville, United States
Overview
Headquartered in Louisville, United States, the firm is listed as a multi family office. 6 people are named on its team.
People
- Stuart Coatsfounder and President · source
- TeriCertified Financial Planner™ practitioner / Financial Planner · source
- Emily BeilmanSenior Financial Planner, CERTIFIED FINANCIAL PLANNER™ professional · source
- Tabitha TiefermannCERTIFIED FINANCIAL PLANNER™ professional · source
- Laurajoined the firm in November of 2015 · source
- AnnaChief Compliance Officer and Operations Manager · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Coats Financial Planning is a multi family office based in Louisville, the United States.
Coats Financial Planning does not publicly state whether it invests directly or through funds.
Key people at Coats Financial Planning include Stuart Coats (founder and President), Teri (Certified Financial Planner™ practitioner / Financial Planner), Emily Beilman (Senior Financial Planner, CERTIFIED FINANCIAL PLANNER™ professional) and Tabitha Tiefermann (CERTIFIED FINANCIAL PLANNER™ professional).