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COHERENCE FINANCE INC.

CHICAGO, IL · CRD 322904 · IAPD ↗ · 7082779131

$12,000Regulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
May 2024 — COHERENCE FINANCE INC. (CHICAGO, IL) left the SEC roster (was $12,000 RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.