Overview
Assets Under Management: $411 million
Headquarters: ALTOONA, PA
High-Net-Worth Clients: 141
Average Client Assets: $3 million
Frequently Asked Questions
KOOMAN & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322163), KOOMAN & ASSOCIATES is subject to fiduciary duty under federal law.
KOOMAN & ASSOCIATES is headquartered in ALTOONA, PA.
KOOMAN & ASSOCIATES serves 141 high-net-worth clients according to their SEC filing dated October 30, 2024. View client details ↓
According to their SEC Form ADV, KOOMAN & ASSOCIATES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
KOOMAN & ASSOCIATES manages $411 million in client assets according to their SEC filing dated October 30, 2024.
According to their SEC Form ADV, KOOMAN & ASSOCIATES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,235
Discretionary Accounts: 1,235
Regulatory Filings
CRD Number: 322163
Last Filing Date: 2024-10-30 00:00:00
Website: https://kooman.com