Overview
Assets Under Management: $313 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 57
Average Client Assets: $4 million
Frequently Asked Questions
PFLUG KOORY, LLC 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 #109268), PFLUG KOORY, LLC is subject to fiduciary duty under federal law.
PFLUG KOORY, LLC is headquartered in OMAHA, NE.
PFLUG KOORY, LLC serves 57 high-net-worth clients according to their SEC filing dated January 27, 2025. View client details ↓
According to their SEC Form ADV, PFLUG KOORY, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
PFLUG KOORY, LLC manages $313 million in client assets according to their SEC filing dated January 27, 2025.
According to their SEC Form ADV, PFLUG KOORY, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.95
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 119
Discretionary Accounts: 116
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 109268
Last Filing Date: 2025-01-27 00:00:00
Website: https://pkllc.com