KOENIG INVESTMENT ADVISORY, LLC

MEDFORD, Oregon·1 registered advisor·CRD# 117098
SEC# 801-778740541-608-0551
01

Firm Overview

AUM
$183M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
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 PlanningInvestment ManagementFee-Only Advisory
04

Advisors at KOENIG INVESTMENT ADVISORY, LLC

1 registered advisor
Allison Koenig
MEDFORD, Oregon
05

Office Locations

MEDFORD, Oregon
1 advisor

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Data sourced from SEC Form ADV filings. KOENIG INVESTMENT ADVISORY, LLC (CRD# 117098) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.