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Building 2KOON FINANCIAL PLANNING & CONSULTING/KFP&C

Map pinGREENWOOD, IN
Phone317-887-1714
NotebookSEC #801-132426
Total AUM
$146.9M
Employees
2
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
384 N MADISON AVE STE. 200
GREENWOOD
IN 46142
United States
Operating Hours
8:30 A.M TO 5:30 P.M.
Monday - Friday
Phone
317-887-1714
Other Offices
1

ReceiptFinancials

Total AUM
$146.9M
Accounts
163
Discretionary
$145.2M
Accounts
158
Non-Discretionary
$1.8M
Accounts
5

ContactClients

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Individual Clients
98
AUM
$20.1M
HNW Individual Clients
55
AUM
$118.6M
Charitable Organization Clients
10
AUM
$8.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

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

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