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| Koss-Olinger Consulting LLC
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| |
|---|---|
| CRD # | 111855 |
| SEC # | 801-58175 |
| CIK # | 0001861163 |
| AUM | $1.9 BB (2024-03-28) |
| Employees | 34 (41% Investors, 65% Brokers) |
| Phone | 352-373-3337 |
| Address | 2700A NW 43rd Street Gainesville, FL 32606 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TSLA | 723,390.3 | 46.1 | |
| SPEM | 30.4 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 262 | 90.9 |
| (b) Individuals (high net worth individuals) | 408 | 1,606.5 |
| (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 | 21 | 57.1 |
| (h) Charitable organizations | 6 | 30.1 |
| (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 | 7 | 84.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,016 | 1,869.1 |
| By Discretionary | ||
| Discretionary | 2,554 | 1,730.3 |
| Non-Discretionary | 462 | 138.8 |
| Total | 3,016 | 1,869.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,869.1 | |
| Total | 3,016 | 1,869.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001861163] |
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