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Michael T Koenig

FIRSTRUST LLC·DAYTONA BEACH, Florida
Unclaimed Profile
113 EXECUTIVE CIR., DAYTONA BEACH, FL 32114CRD# 3038255Firm CRD# 111800
01

About

Michael T Koenig is a registered financial advisor based in DAYTONA BEACH, Florida, affiliated with FIRSTRUST LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRSTRUST LLC
FIRSTRUST
AUM
$200M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FIRSTRUST LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3038255
Firm CRD# 111800
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael T Koenig offer?
Michael T Koenig specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DAYTONA BEACH, Florida for a consultation.
What are Michael T Koenig's credentials?
Michael T Koenig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael T Koenig located?
Michael T Koenig is based in DAYTONA BEACH, Florida, working with FIRSTRUST LLC. Their office serves clients in the DAYTONA BEACH metropolitan area and surrounding communities.
How does Michael T Koenig charge for services?
Michael T Koenig's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRSTRUST LLC?
FIRSTRUST LLC has approximately 7 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DAYTONA BEACH
Christopher Wood Cannon — FIRSTRUST LLCWilliam James Kearney — FIRSTRUST LLCMichelle Cannon — FIRSTRUST LLCMarcus Allen Wooten — KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLCDavid Neil Jones — LEXINGTON INVESTMENT COUNSEL, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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