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David Erwin Koenig

CANDLEWOOD INVESTMENT GROUP, LP·NEW FAIRFIELD, Connecticut
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10 BAY DRIVE, NEW FAIRFIELD, CT 06812CRD# 3093064Firm CRD# 154254
01

About

David Erwin Koenig is a registered financial advisor based in NEW FAIRFIELD, Connecticut, affiliated with CANDLEWOOD INVESTMENT GROUP, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CANDLEWOOD INVESTMENT GROUP, LP
CANDLEWOOD INVESTMENT GROUP, LP
AUM
$185M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CANDLEWOOD INVESTMENT GROUP, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3093064
Firm CRD# 154254
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Erwin Koenig offer?
David Erwin Koenig specializes in Retirement Planning. Contact their office in NEW FAIRFIELD, Connecticut for a consultation.
What are David Erwin Koenig's credentials?
David Erwin Koenig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Erwin Koenig located?
David Erwin Koenig is based in NEW FAIRFIELD, Connecticut, working with CANDLEWOOD INVESTMENT GROUP, LP. Their office serves clients in the NEW FAIRFIELD metropolitan area and surrounding communities.
How does David Erwin Koenig charge for services?
David Erwin Koenig's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANDLEWOOD INVESTMENT GROUP, LP?
CANDLEWOOD INVESTMENT GROUP, LP has approximately 7 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEW FAIRFIELD
Michael Jung Awn Lau — CANDLEWOOD INVESTMENT GROUP, LPMichael Andrew Mcsherry — CANDLEWOOD INVESTMENT GROUP, LP
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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