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Building 2KOENIG INVESTMENT ADVISORY, LLC

Map pinMEDFORD, OR
Phone541-608-0551
NotebookSEC #801-77874
Total AUM
$183M
Employees
3
Clients
316

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
$183M
Accounts
575
Discretionary
$183M
Accounts
575
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$51M
HNW Individual Clients
91
AUM
$125.3M
Pension/Profit Sharing Plan Clients
20
AUM
$6.2M
Charitable Organization Clients
1
AUM
$64.4K
Corporation or Business Clients
1
AUM
$455.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDNEORTXWA

HandshakeAffiliates

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

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