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Building 2KOOMAN & ASSOCIATES

Map pinALTOONA, PA
Phone814-941-4800
NotebookSEC #801-126429
Total AUM
$555.6M
Employees
10
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
517 S. LOGAN BLVD.
ALTOONA
PA 16602
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Phone
814-941-4800
Other Offices
2

ReceiptFinancials

Total AUM
$555.6M
Accounts
1,596
Discretionary
$555.6M
Accounts
1,596
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
151
AUM
$79.9M
HNW Individual Clients
158
AUM
$450.7M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
6
AUM
$7M
Corporation or Business Clients
16
AUM
$16.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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