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Allison Koenig

KOENIG INVESTMENT ADVISORY, LLC·MEDFORD, Oregon
Unclaimed Profile
1020 E JACKSON ST, MEDFORD, OR 97504CRD# 5887273Firm CRD# 117098
01

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.

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
$183M
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# 5887273
Firm CRD# 117098
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in MEDFORD
Dennis Ray Lamson — GRAIL INVESTMENTS, L.L.C.Donald Lyman Watson — SKYOAK WEALTH MANAGEMENT, INC.Kathleen Marie Philby — SKYOAK WEALTH MANAGEMENT, INC.Gregory Alan Koenig — MYLAUNCH, LLCRoyal Ray Standley — OREGON PACIFIC FINANCIAL ADVISORS INC
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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