KOTYS WEALTH PROFESSIONALS

1111 Glendale Blvd
Suite 105
Valparaiso, Indiana 46383
Tel: 219-465-6924

About KOTYS WEALTH PROFESSIONALS

KOTYS WEALTH PROFESSIONALS, formally registered with the SEC as KOTYS WEALTH PROFESSIONALS. The firm was established in 05/15/2020. They have over 1 offices throughout the country.

KOTYS WEALTH PROFESSIONALS is a Valparaiso, Indiana based Financial Planning firm with nearly $188,995,881 assets under management, offering retirement planning & investment advisory services to 695 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168156
SEC#	801-118738
Assets Managed by Firm	$188,995,881
No. of Clients	695
No. of Advisors	5

Fee Structure

A Percentage of AUM
Hourly charges
Other(PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT)

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	695	$188,995,881
Individuals (other than high net worth individuals)	152	$36,552,904
High net worth individuals	116	$136,224,071
Pension and profit sharing plans	Fewer than 5 clients	$2,272,595
Charitable organizations	Fewer than 5 clients	$13,649,152
Corporations or other businesses	Fewer than 5 clients	$297,159

More Retirement Planning firms in Valparaiso, Indiana:

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LINCOLN FINANCIAL ADVISORS CORPORATION 1301 South Harrison Street Fort Wayne, IN, 46802	$32,602,597,413	98199	1690
40/86 ADVISORS, INC. 535 N. College Drive Carmel, IN, 46032	$24,468,049,188	15	77
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$23,853,429,616	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$16,220,200,000	38933	560
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$15,587,908,593	5947	159

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