Unclaimed Profile

Jane Koenig

DMS ADVISORS, INC.·POTTSTOWN, Pennsylvania

Clean recordDMS ADVISORS, INC.

1522 ASPEN DRIVE, POTTSTOWN, PA 19464CRD# 6007861Firm CRD# 159062

Profile Verification

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

Identity

Jane Koenig · POTTSTOWN, PA

Registration

CRD #6007861 · DMS ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jane Koenig is a registered financial advisor based in POTTSTOWN, Pennsylvania, affiliated with DMS ADVISORS, INC.. 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

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PETER R KOHLI

AUM

$11M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PETER R KOHLI →

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6007861

Firm CRD# 159062

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jane Koenig offer?

Jane Koenig specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in POTTSTOWN, Pennsylvania for a consultation.

What are Jane Koenig's credentials?

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

Where is Jane Koenig located?

Jane Koenig is based in POTTSTOWN, Pennsylvania, working with DMS ADVISORS, INC.. Their office serves clients in the POTTSTOWN metropolitan area and surrounding communities.

How does Jane Koenig charge for services?

Jane 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 DMS ADVISORS, INC.?

DMS ADVISORS, INC. has approximately 2 employees and manages $11M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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