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KOI PORTFOLIO MANAGEMENT, LLC
KOI PORTFOLIO MANAGEMENT, LLC
1 registered advisor
·
CRD# 310421
SEC# 801-119494
0
(770) 630-7471
01
Firm Overview
AUM
$51M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at KOI PORTFOLIO MANAGEMENT, LLC
1 registered advisor
Gordon Richard Lacquement
SANTA ROSA BEACH,, Florida
CRD# 3005625
05
Office Locations
SANTA ROSA BEACH,, Florida
1 advisor
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Data sourced from SEC Form ADV filings. KOI PORTFOLIO MANAGEMENT, LLC (CRD# 310421) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.