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Pflug Koory LLC
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CRD # | 109268 |
SEC # | 801-57982 |
CIK # | 0001740063 |
AUM | $294.7 MM (2024-05-28) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 402-691-0988 |
Address | 11312 Q Street Omaha, NE 68137 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 68 | 32.0 |
(b) Individuals (high net worth individuals) | 52 | 231.3 |
(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 | 2 | 31.5 |
(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 | 123 | 294.7 |
By Discretionary | ||
Discretionary | 120 | 274.1 |
Non-Discretionary | 3 | 20.7 |
Total | 123 | 294.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 294.7 | |
Total | 123 | 294.7 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001740063] |
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