|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| KOON Financial Planning & Consulting LLC
✚
|
|
|---|---|
| CRD # | 126051 |
| SEC # | 801-132426 |
| CIK # | |
| AUM | $114.5 M (2025-07-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 317-887-1714 |
| Address | 384 N Madison Ave Ste 200 Greenwood, IN 46142 |
| Source | [IAPD] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 22.0 |
| (b) Individuals (high net worth individuals) | 40 | 86.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 6.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 157 | 114.5 |
| By Discretionary | ||
| Discretionary | 151 | 112.7 |
| Non-Discretionary | 6 | 1.9 |
| Total | 157 | 114.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.5 | |
| Total | 157 | 114.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trust Beyond Corp
✚
|
0.1 | |
|
Wallender Timothy Joseph
✚
|
CA | 0.1 |
|
Allen Financial Management LLC
✚
|
MI | 0.1 |
|
Banta Asset Management LP
✚
|
CA | 0.1 |
|
Light Capital LLC
✚
|
CA | 0.1 |
|
Wisconsin Wealth Advisors LLC
✚
|
WI | 0.1 |
|
CB Capital Advisors LLC
✚
|
NY | 0.1 |
|
Brindle & Bay Financial Advisors LLC
✚
|
TX | 0.1 |
|
Trillium Investments LLC
✚
|
CA | 0.1 |
|
Fiduciary Wealth Advisors LLC
✚
|
FL | 0.1 |