Koshinski Asset Management Inc-DBA IPI Asset Management Inc

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Koshinski Asset Management Inc-DBA IPI Asset Management Inc
CRD #111872
SEC #801-56878
CIK #0001633389
AUM 2,655.5 M (2026-03-20)
Employees 67 (97% Investors, 93% Brokers)
Phone217-425-6340
Address226 W Eldorado
Decatur, IL 62522
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($B)
3.02.41.81.20.60.01999200820172027
CIK Period
0001633389
Sector Form 13F Holdings Value ($M)
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 12,703 1.6
(b) Individuals (high net worth individuals) 435 0.9
(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 51 0.0
(h) Charitable organizations 28 0.0
(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 43 0.1
(n) Other 0 0.0
Total 13,260 2.7
By Discretionary
Discretionary 12,525 2.5
Non-Discretionary 735 0.2
Total 13,260 2.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.7
Total 13,260 2.7
EDGAR Form CIK 2011 - 2026
13F-HR [0001633389]
Firm Profile (Form ADV)
Discretionary AUM$0.8B
Clients26
ServesInstitutional, Retail, Research
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