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Home > Retirement Planners > florida > gainesville > KOSS-OLINGER CONSULTING, LLC.
KOSS-OLINGER CONSULTING, LLC.
2700-A Nw 43rd Street
Gainesville, Florida 32606
Tel: 352-373-3337
About KOSS-OLINGER CONSULTING, LLC.
KOSS-OLINGER CONSULTING, LLC, formally registered with the SEC as KOSS-OLINGER CONSULTING, LLC. The firm was established in 11/24/2000. They have over 2 offices throughout the country.
KOSS-OLINGER CONSULTING, LLC. is a Gainesville, Florida based Financial Planning firm with nearly $1,869,130,545 assets under management, offering retirement planning & investment advisory services to 3016 clients. The firm is staffed with 34 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111855 |
| SEC# | 801-58175 |
| Assets Managed by Firm | $1,869,130,545 |
| No. of Clients | 3016 |
| No. of Advisors | 34 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3016 | $1,869,130,545 |
| Individuals (other than high net worth individuals) | 262 | $90,859,153 |
| High net worth individuals | 408 | $1,606,453,441 |
| Pension and profit sharing plans | 21 | $57,071,000 |
| Charitable organizations | 6 | $30,149,123 |
| Corporations or other businesses | 7 | $84,597,828 |
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