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Building 2PFLUG KOORY, LLC

Map pinOMAHA, NE
Phone402-691-0988
NotebookSEC #801-57982
Total AUM
$347M
Employees
2
Clients
124

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11312 'Q' STREET
OMAHA
NE 68137
United States
Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Phone
402-691-0988

ReceiptFinancials

Total AUM
$347M
Accounts
124
Discretionary
$324.6M
Accounts
122
Non-Discretionary
$22.4M
Accounts
2

ContactClients

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Individual Clients
64
AUM
$281.8M
HNW Individual Clients
58
AUM
$26.9M
Charitable Organization Clients
2
AUM
$38.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NETX

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

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