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Building 2KOENIG INVESTMENT ADVISORY, LLC

Map pinMEDFORD, OR
Phone541-608-0551
NotebookSEC #801-66433
Total AUM
$77.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1020 E JACKSON ST
MEDFORD
OR 97504
United States
Operating Hours
6:30 AM TO 3:00 PM
Monday - Friday
Phone
541-608-0551

ReceiptFinancials

Total AUM
$77.5M
Accounts
342
Discretionary
$77.5M
Accounts
342
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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