|
⚲
|
| Keyboard |
| KOON Financial Planning & Consulting LLC
✚
|
|
|---|---|
| CRD # | 126051 |
| SEC # | 801-132426 |
| CIK # | |
| AUM | 146.9 M (2026-03-10) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 317-887-1714 |
| Address | 384 N Madison Ave Ste 200 Greenwood, IN 46142 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 20.1 |
| (b) Individuals (high net worth individuals) | 55 | 118.6 |
| (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 | 10 | 8.2 |
| (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 | 163 | 146.9 |
| By Discretionary | ||
| Discretionary | 158 | 145.2 |
| Non-Discretionary | 5 | 1.8 |
| Total | 163 | 146.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.9 | |
| Total | 163 | 146.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cross Border Financial Planning USA LLC
✚
|
PA | 147.2 M |
|
Entelevest LLC
✚
|
FL | 147.0 M |
|
Orion Global Advisors US Inc
✚
|
147.0 M | |
|
Heritage Capital LLC
✚
|
CT | 146.9 M |
|
Proficient Wealth Counselors LLC
✚
|
MA | 146.9 M |
|
BWA LLC
✚
|
CA | 146.9 M |
|
CLF Asset Management Inc
✚
|
WI | 146.9 M |
|
Hobbs Wealth Management LLC
✚
|
IN | 146.7 M |
|
Money Managers Inc
✚
|
TX | 146.6 M |
|
Larsen Glen Allen
✚
|
UT | 146.6 M |