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KOENIG INVESTMENT ADVISORY, LLC
KOENIG INVESTMENT ADVISORY, LLC
ASHLAND, Oregon
·
2 registered advisors
·
CRD# 311422
SEC# 801-119834
0
541-608-0551
01
Firm Overview
AUM
$226M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at KOENIG INVESTMENT ADVISORY, LLC
2 registered advisors
Jeffrey L Mccullough
ASHLAND, Oregon
CRD# 5357489
Lorrie Anne Miller
ASHLAND, Oregon
CRD# 5296122
05
Office Locations
ASHLAND, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. KOENIG INVESTMENT ADVISORY, LLC (CRD# 311422) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.