Overview
Assets Under Management: $411 million
Headquarters: ALTOONA, PA
High-Net-Worth Clients: 141
Average Client Assets: $3 million
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