Pflug Koory LLC

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Assets, Funds, Holdings

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CAFR Data
Pflug Koory LLC
CRD #109268
SEC #801-57982
CIK #
AUM $224.5 MM (81% Disc, 100% US, 2020-03-11)
Employees3 (67% Investors, 0% Brokers)
Phone402-691-0988
Address11312 Q Street
Omaha, NE 68137
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005001999200620132021
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.02.8
HON111,690.02.4
ABM2,220.02.3
PG249,110.02.1
TMO101,470.01.9
BA226,000.01.7
WFC226,380.01.7
MRK208,740.01.7
TIP1.6
MSFT865,660.01.6
View All
Holdings by Sector ($)
0.20.20.10.10.00.02018201820192020
Comparable Firms State AUM ($BB)
Generations Wealth LLC
OH 0.2
Emerald Asset Advisors LLC
FL 0.2
Checks & Balances Inc
GA 0.2
Quad-Cities Investment Group LLC
IA 0.2
Old North State Wealth Management LLC
NC 0.2
Welch Investments LLC
AL 0.2
Klosters Capital LLC
FL 0.2
1717 Capital Management Company
DE 0.2
Tmfs-Indianapolis LLC
IN 0.2
Woodward Diversified Capital LLC
CA 0.2
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