PFLUG KOORY, LLC
Total AUM
$347M
Employees
2Clients
124Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11312 'Q' STREET
OMAHA
NE 68137
United States
OMAHA
NE 68137
United States
Operating Hours
8:00AM TO 4:00PM
Monday - Friday
Monday - Friday
Phone
402-691-0988
Financials
Total AUM
$347M
Accounts
124Discretionary
$324.6M
Accounts
122Non-Discretionary
$22.4M
Accounts
2
Clients
Individual Clients
64AUM
$281.8M
HNW Individual Clients
58AUM
$26.9M
Charitable Organization Clients
2AUM
$38.2M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NETX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.