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Allen Bayard Closser

KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.·DECATUR, Illinois
Unclaimed Profile
226 W. ELDORADO, DECATUR, IL 62522CRD# 1101000Firm CRD# 111872
01

About

Allen Bayard Closser is a registered financial advisor based in DECATUR, Illinois, affiliated with KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.. 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
Nonprofits & Foundations
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Firm Overview

Firm
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
IPI WEALTH MANAGEMENT, INC.
AUM
$2.1B
Regulatory assets under management
Employees
78
Total firm employees
View all advisors at KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1101000
Firm CRD# 111872
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allen Bayard Closser offer?
Allen Bayard Closser specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DECATUR, Illinois for a consultation.
What are Allen Bayard Closser's credentials?
Allen Bayard Closser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Allen Bayard Closser located?
Allen Bayard Closser is based in DECATUR, Illinois, working with KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.. Their office serves clients in the DECATUR metropolitan area and surrounding communities.
How does Allen Bayard Closser charge for services?
Allen Bayard Closser'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 KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.?
KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. has approximately 78 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DECATUR
Karen Rae Reynolds — KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.David Paul Koshinski — KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.Renee Elaine Emrick — KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.Benjamin Edward Bramer — KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.Timothy Patrick Highland — KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
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