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KOOMAN & ASSOCIATES
517 S. Logan Blvd.
Altoona, Pennsylvania 16602
Tel: 814-941-4800
About KOOMAN & ASSOCIATES
KOOMAN & ASSOCIATES, formally registered with the SEC as KOOMAN & ASSOCIATES. The firm was established in 12/09/2022. They have over 3 offices throughout the country.
KOOMAN & ASSOCIATES is a Altoona, Pennsylvania based Financial Planning firm with nearly $411,330,658 assets under management, offering retirement planning & investment advisory services to 1235 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322163 |
| SEC# | 801-126429 |
| Assets Managed by Firm | $411,330,658 |
| No. of Clients | 1235 |
| No. of Advisors | 9 |
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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1235 | $411,330,658 |
| Individuals (other than high net worth individuals) | 189 | $90,364,989 |
| High net worth individuals | 122 | $302,665,539 |
| Charitable organizations | 5 | $4,118,563 |
| Corporations or other businesses | 13 | $14,181,567 |
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