PFLUG KOORY, LLC

11312 'Q' Street
Omaha, Nebraska 68137
Tel: 402-691-0988

About PFLUG KOORY, LLC

PFLUG KOORY, LLC, formally registered with the SEC as PFLUG KOORY, LLC. The firm was established in 09/26/2000. They have over 1 offices throughout the country.

PFLUG KOORY, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $312,550,225 assets under management, offering retirement planning & investment advisory services to 119 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109268
SEC#	801-57982
Assets Managed by Firm	$312,550,225
No. of Clients	119
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	119	$312,550,225
Individuals (other than high net worth individuals)	60	$28,492,109
High net worth individuals	57	$249,894,818
Charitable organizations	2	$34,163,298

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