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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion fusion
- Established Date
- 06-05-2020
- Office Locations
- 1
Office Locations
About KO Financial
KO Financial advises individuals and businesses on personal financial planning, retirement planning, and investment management, and helps employers design and manage qualified retirement and employee benefit plans. The firm can take on select plan fiduciary responsibilities to improve plan value and ROI while supporting senior employees’ retirement strategies. Led by Kevin O’Neil (ChFC, 40+ years) with an open-architecture approach and access to Fidelity Investments products and services.
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Owner & Executives
Kevin ONeil
Chief Executive Officer, Principal
- CRD
- #1170126
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,419,000 | -- |
| Non-Discretionary | $3,838,000 | -- |
| Total | $19,257,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,257,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,367,192,033 | 100.0% |
| Total | $5,367,192,033 | 100.0% |