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Managing Member · Coign Capital Advisors LLC

Daniel Zundel

CRD 6962967 · Named on Form ADV at one SEC-registered adviser

At a glance

Coign Capital Advisors LLC, an SEC-registered wealth manager based in Draper, UT with $473 million in regulatory assets, lists Daniel Zundel on its Form ADV as Managing Member.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.