Unclaimed Profile

Allison Koenig

KOENIG INVESTMENT ADVISORY, LLC·MEDFORD, Oregon

Clean recordKOENIG INVESTMENT ADVISORY, LLC

1020 E JACKSON ST, MEDFORD, OR 97504CRD# 5887273Firm CRD# 117098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allison Koenig · MEDFORD, OR

Registration

CRD #5887273 · KOENIG INVESTMENT ADVISORY, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Allison Koenig is a registered financial advisor based in MEDFORD, Oregon, affiliated with KOENIG INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

KOENIG INVESTMENT ADVISORY, LLC

AUM

$183M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KOENIG INVESTMENT ADVISORY, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5887273

Firm CRD# 117098

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Allison Koenig offer?

Allison Koenig specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MEDFORD, Oregon for a consultation.

What are Allison Koenig's credentials?

Allison Koenig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allison Koenig located?

Allison Koenig is based in MEDFORD, Oregon, working with KOENIG INVESTMENT ADVISORY, LLC. Their office serves clients in the MEDFORD metropolitan area and surrounding communities.

How does Allison Koenig charge for services?

Allison Koenig'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 $183M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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