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Building 2KOI PORTFOLIO MANAGEMENT, LLC

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Phone(770) 630-7471
NotebookSEC #801-119494
Total AUM
$50.8M
Employees
2
Clients
45

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(770) 630-7471

ReceiptFinancials

Total AUM
$50.8M
Accounts
73
Discretionary
$50.8M
Accounts
73
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$14.8M
HNW Individual Clients
8
AUM
$36M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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