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KOENIG INVESTMENT ADVISORY, LLC
739 N Main Street
Ashland, Oregon 97520
Tel: 541-608-0551
About KOENIG INVESTMENT ADVISORY, LLC
KOENIG INVESTMENT ADVISORY, LLC, formally registered with the SEC as KOENIG INVESTMENT ADVISORY, LLC. The firm was established in 11/20/2020. They have over 1 offices throughout the country.
KOENIG INVESTMENT ADVISORY, LLC is a Ashland, Oregon based Financial Planning firm with nearly $240,549,891 assets under management, offering retirement planning & investment advisory services to 597 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311422 |
| SEC# | 801-119834 |
| Assets Managed by Firm | $240,549,891 |
| No. of Clients | 597 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 597 | $240,549,891 |
| Individuals (other than high net worth individuals) | 199 | $44,496,029 |
| High net worth individuals | 106 | $193,182,627 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,122,710 |
| Charitable organizations | Fewer than 5 clients | $1,518,202 |
| Corporations or other businesses | Fewer than 5 clients | $230,323 |
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