PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Monica Ann Coles

Chief Compliance Officer, PresidentOxford Harriman Holdings Adv LLCCRD 5445069

About Monica Ann Coles

Monica Ann Coles is listed as Chief Compliance Officer, President at Oxford Harriman Holdings Adv LLC in Indianapolis, IN. Form ADV reports a beneficial ownership band of Under 5%. Monica Ann Coles is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Oxford Harriman Holdings Adv LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Monica Ann Coles work?

Monica Ann Coles is listed as Chief Compliance Officer, President at Oxford Harriman Holdings Adv LLC on SEC Form ADV.

How much of Oxford Harriman Holdings Adv LLC does Monica Ann Coles own?

Form ADV reports a beneficial ownership band of Under 5%.

Oxford Harriman Holdings Adv LLC

TitleChief Compliance Officer, President
OwnershipUnder 5%
Control personNo
Since2026

Ibn Advisory Services, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2026

Ibn Financial Services, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2026

Twenty Four Wealth RIA, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personNo
Since2026