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James Gregory Koman

ELMTREE FUNDS, LLC·ST. LOUIS, Missouri
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8027 FORSYTH BLVD, ST. LOUIS, MO 63105CRD# 6735266Firm CRD# 286094
01

About

James Gregory Koman is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with ELMTREE FUNDS, LLC. 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
ELMTREE FUNDS, LLC
ELMTREE FUNDS, LLC
AUM
$7.2B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at ELMTREE FUNDS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6735266
Firm CRD# 286094
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Gregory Koman offer?
James Gregory Koman specializes in Retirement Planning. Contact their office in ST. LOUIS, Missouri for a consultation.
What are James Gregory Koman's credentials?
James Gregory Koman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Gregory Koman located?
James Gregory Koman is based in ST. LOUIS, Missouri, working with ELMTREE FUNDS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does James Gregory Koman charge for services?
James Gregory Koman'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 ELMTREE FUNDS, LLC?
ELMTREE FUNDS, LLC has approximately 35 employees and manages $7.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ELMTREE FUNDS, LLC

David Hall Leavitt
ST. LOUIS, MO
David Richard Piasecki
ST. LOUIS, MO
Joeseph Cheong-Fai Yiu
ST. LOUIS, MO
Kerry Marie Gawyrch
ST. LOUIS, MO

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)MANCHESTER (37)COLUMBIA (31)JEFFERSON CITY (19)ST. PETERS (16)LEE'S SUMMIT (10)
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Research
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