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Lorrie Anne Miller

KOENIG INVESTMENT ADVISORY, LLC·ASHLAND, Oregon
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739 N MAIN STREET, ASHLAND, OR 97520CRD# 5296122Firm CRD# 311422
01

About

Lorrie Anne Miller is a registered financial advisor based in ASHLAND, Oregon, affiliated with KOENIG INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KOENIG INVESTMENT ADVISORY, LLC
KOENIG INVESTMENT ADVISORY, LLC
AUM
$226M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KOENIG INVESTMENT ADVISORY, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5296122
Firm CRD# 311422
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lorrie Anne Miller offer?
Lorrie Anne Miller specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in ASHLAND, Oregon for a consultation.
What are Lorrie Anne Miller's credentials?
Lorrie Anne Miller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lorrie Anne Miller located?
Lorrie Anne Miller is based in ASHLAND, Oregon, working with KOENIG INVESTMENT ADVISORY, LLC. Their office serves clients in the ASHLAND metropolitan area and surrounding communities.
How does Lorrie Anne Miller charge for services?
Lorrie Anne Miller's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOENIG INVESTMENT ADVISORY, LLC?
KOENIG INVESTMENT ADVISORY, LLC has approximately 3 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Thomas Benson Gau — THOMAS B. GAU ENTERPRISES, INC. DBA RETIREMENT PLANNING SPECIALIChad Matthew Smith — S & P FINANCIAL, INC.Richard William Schultz — SCHULTZ AND ASSOCIATES INC.Christopher Patterson — S & P FINANCIAL, INC.Jeffrey L Mccullough — KOENIG INVESTMENT ADVISORY, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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