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Building 2KOSS-OLINGER CONSULTING, LLC.

Map pinGAINESVILLE, FL
Phone352-373-3337
NotebookSEC #801-58175
Total AUM
$2.2B
Employees
30
Clients
679

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700-A NW 43RD STREET
GAINESVILLE
FL 32606
United States
Operating Hours
8:30 AM - 5:00 P.M.
Monday - Friday
Phone
352-373-3337
Other Offices
1

ReceiptFinancials

Total AUM
$2.2B
Accounts
2,920
Discretionary
$2B
Accounts
2,629
Non-Discretionary
$184M
Accounts
291

ContactClients

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Individual Clients
272
AUM
$80.9M
HNW Individual Clients
378
AUM
$2B
Pension/Profit Sharing Plan Clients
20
AUM
$68.4M
Charitable Organization Clients
4
AUM
$2.5M
Corporation or Business Clients
5
AUM
$54.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
ARFLGAILLAMAMONCNVNYOHOKSCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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