Pflug Koory LLC

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Assets, Funds, Holdings

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Pflug Koory LLC
CRD #109268
SEC #801-57982
CIK #0001740063
AUM $294.7 MM (2024-05-28)
Employees 2 (100% Investors, 0% Brokers)
Phone402-691-0988
Address11312 Q Street
Omaha, NE 68137
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206002001200920172025
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
13F-HR [0001740063]
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Thayer Partners LLC
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FWG Holdings LLC
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Biddle Capital Management Inc
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Logic Capital Management LLC
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Clarity Capital Advisors LLC
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