About these documents
Coinage App LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training.
The client relationship summary (Form ADV Part 3, or "Form CRS") is a short summary of the services we offer, the fees you pay, the conflicts of interest we have, and our disciplinary history. The firm brochure (Form ADV Part 2A) is the longer document covering the same ground in detail, including our advisory business, fee schedule, brokerage practices, custody, and investment discretion.
Read or download
Firm identifiers
- Firm: Coinage App LLC
- SEC file number: 801-137121
- CRD number: 343278
Look us up yourself
You can review our filings, registration status, and any disciplinary history directly with the SEC on the Investment Adviser Public Disclosure website. For free tools to research firms and financial professionals, and for educational material about broker-dealers, investment advisers, and investing generally, visit investor.gov/CRS.
Questions worth asking us
Form CRS suggests conversation starters for anyone considering an advisory relationship. A few of them:
- Given my financial situation, should I choose an investment advisory service? Why or why not?
- How will you choose investments to recommend to me?
- How might your conflicts of interest affect me, and how will you address them?
- If I give you $10,000 to invest, how much will go to fees and costs, and how much will be invested for me?
To ask any of these, request another copy of our relationship summary, or raise a concern, email legal@coinage-app.com or call (747) 344-3389.