Overview
Assets Under Management: $241 million
Headquarters: ASHLAND, OR
High-Net-Worth Clients: 106
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.31
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 597
Discretionary Accounts: 597
Regulatory Filings
CRD Number: 311422
Last Filing Date: 2025-01-28 00:00:00
Website: https://koeniginvestment.com