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Cole Mcallister Wilcox

Longboard Asset Management

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About Cole Mcallister Wilcox

Cole Mcallister Wilcox is an investment advisor representative for Longboard Asset Management in Phoenix, AZ. Cole has been in the industry since 1997. Cole is registered with the state of Arizona and Florida and is a Series 7 and Series 65 licensed professional. Cole has previously worked for Scottsdale Capital Advisors Corp, Empire Capital Group, LLC, First Financial Equity Corporation and Joseph Charles & Assoc., Inc. Cole's firm has 1 client and manages $116,242,512 in assets.

Firm Information

Cole Wilcox is currently registered with Longboard Asset Management. Longboard Asset Management is an investment advisor registered with the SEC. The firm manages $116,242,512 in assets for one investment company client. The firm provides portfolio management services for individuals and investment companies.

$116.24M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cole Wilcox’s Registration & Firm History

AZ

08/26/2024 - Present

Longboard Asset Management (PHOENIX AZ)

AZ

07/02/2002 - 03/04/2003

SCOTTSDALE CAPITAL ADVISORS CORP (SCOTTSDALE AZ AZ)

AZ

02/01/2002 - 06/24/2002

EMPIRE CAPITAL GROUP, LLC (PHOENIX AZ)

AZ

09/24/1998 - 09/17/2001

FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)

FL

03/18/1997 - 09/28/1998

JOSEPH CHARLES & ASSOC., INC. (BOCA RATON FL)

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Licenses & Designations

IA

Issued 02/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/06/2002

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cole Mcallister Wilcox.
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