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| Keyboard |
| Kooman & Associates
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|---|---|
| CRD # | 322163 |
| SEC # | 801-126429 |
| CIK # | 0001961850 |
| AUM | 555.6 M (2026-03-12) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 814-941-4800 |
| Address | 517 S Logan Blvd Altoona, PA 16602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 2.2 | |
| Nvidia Corp | 1.5 | |
| Microsoft Corp | 1.3 | |
| Alphabet Inc | 1.2 | |
| Amazon Com Inc | 0.8 | |
| AbbVie Inc | 0.7 | |
| Chevron Corp | 0.5 | |
| Verizon Communications Inc | 0.5 | |
| Crane Co | 0.5 | |
| Netflix Inc | 0.4 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 151 | 79.9 |
| (b) Individuals (high net worth individuals) | 158 | 450.7 |
| (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 | 1.5 |
| (h) Charitable organizations | 6 | 7.0 |
| (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 | 16 | 16.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,596 | 555.6 |
| By Discretionary | ||
| Discretionary | 1,596 | 555.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,596 | 555.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 555.6 | |
| Total | 1,596 | 555.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001961850] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HT Partners LLC
✚
|
CT | 556.3 M |
|
Westchester Capital Management Inc
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|
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|
OFS Enterprise LLC
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NE | 556.3 M |
|
Consilio Wealth Advisors LLC
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|
WA | 555.8 M |
|
Bigelow Investment Advisors LLC
✚
|
ME | 555.2 M |
|
Digital Wealth Partners LLC
✚
|
TX | 555.1 M |
|
O'Rourke & Company Incorporated
✚
|
MA | 555.1 M |
|
Premier Wealth Advisors LLC
✚
|
NY | 555.1 M |
|
Kimery Wealth Management LLC
✚
|
TN | 555.0 M |
|
Sarasin Asset Management Limited
✚
|
555.0 M |