Coe Capital Management is a research-driven organization; it is the starting point for everything we do. We begin with a bottom-up, fundamental approach, seeking companies with a market leadership position that we believe have the capability to achieve superior profitability and long-term growth. Individual stock ideas undergo a rigorous process, including:Meetings and/or calls with targeted company management teamsTrade checks with supplier, competitors and customersDiscussions with industry expertResearch ideas are then thoroughly reviewed by the firm's investment committee. Ideas are evaluated not only for performance potential, but also how they fit with our clients' objectives and their portfolios. At Coe Capital, research is where it all begins, and the process never ends.
View Top Employees from Coe Capital ManagementWebsite | http://www.intrinsicedge.com |
Revenue | $13.6 million |
Funding | $45.8 million |
Employees | 6 (6 on RocketReach) |
Address | 430 Park Ave, Highland Park, Illinois 60035, US |
Phone | (312) 734-1094 |
Industry | Investment Management, Brokerage, Finance |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5231 Companies, NAICS Code 523120 Companies, NAICS Code 52312 Companies, NAICS Code 523 Companies |
Looking for a particular Coe Capital Management employee's phone or email?
The Coe Capital Management annual revenue was $13.6 million in 2024.
Paul Wehner is the Managing Director of Coe Capital Management.
6 people are employed at Coe Capital Management.
Coe Capital Management is based in Highland Park, Illinois.
The NAICS codes for Coe Capital Management are [52, 5231, 523120, 52312, 523].
The SIC codes for Coe Capital Management are [621, 62].