|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Koenig Investment Advisory LLC
✚
|
|
|---|---|
| CRD # | 311422 |
| SEC # | 801-119834 |
| CIK # | |
| AUM | $240.5 M (2025-01-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 541-608-0551 |
| Address | 739 N Main Street Ashland, OR 97520 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 44.5 |
| (b) Individuals (high net worth individuals) | 106 | 193.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 597 | 240.5 |
| By Discretionary | ||
| Discretionary | 597 | 240.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 597 | 240.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.5 | |
| Total | 597 | 240.5 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Koenig Investment Advisory LLC
✚
|
OR | 0.2 |
|
MyLaunch LLC
✚
|
OR | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Accelerate Investment Advisors LLC
✚
|
CA | 0.2 |
|
Philip O Johnson & Company Ltd
✚
|
AZ | 0.2 |
|
PKS Investment Advisors LLC
✚
|
MD | 0.2 |
|
Saybrook Wealth Group Inc
✚
|
CT | 0.2 |
|
Elevation Capital Advisory LLC
✚
|
OR | 0.2 |
|
Legacy Investment Solutions LLC
✚
|
ID | 0.2 |
|
Forefront Wealth Partners LLC
✚
|
TX | 0.2 |
|
Booster LLC
✚
|
MD | 0.2 |
|
Lifeplan Investment Advisors Inc
✚
|
NC | 0.2 |
|
PFG Private Wealth Management LLC
✚
|
FL | 0.2 |