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James Anthony Koetting

PUBLIC FUND INVESTMENT STRATEGIES, LLC·CHESTERFIELD, Missouri
Unclaimed Profile
17295 CHESTERFIELD AIRPORT, CHESTERFIELD, MO 63005CRD# 2844846Firm CRD# 148062
01

About

James Anthony Koetting is a registered financial advisor based in CHESTERFIELD, Missouri, affiliated with PUBLIC FUND INVESTMENT STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
PUBLIC FUND INVESTMENT STRATEGIES, LLC
PFI STRATEGIES
AUM
$141M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PUBLIC FUND INVESTMENT STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Educational seminars/workshops
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Performance-based fees
Regulatory
SEC/IARD CRD# 2844846
Firm CRD# 148062
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Anthony Koetting offer?
James Anthony Koetting specializes in Financial Planning, Investment Management, Wealth Management, Financial Education. Contact their office in CHESTERFIELD, Missouri for a consultation.
What are James Anthony Koetting's credentials?
James Anthony Koetting is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Anthony Koetting located?
James Anthony Koetting is based in CHESTERFIELD, Missouri, working with PUBLIC FUND INVESTMENT STRATEGIES, LLC. Their office serves clients in the CHESTERFIELD metropolitan area and surrounding communities.
How does James Anthony Koetting charge for services?
James Anthony Koetting's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PUBLIC FUND INVESTMENT STRATEGIES, LLC?
PUBLIC FUND INVESTMENT STRATEGIES, LLC has approximately 1 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Missouri
ST. LOUIS (594)KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)SPRINGFIELD (54)
City Guides
ST. LOUIS GuideKANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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