K
$628.4K Total AUM
$628.4K Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
8 yrs Firm Age
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- Custodian
- Merrill Lynch ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-14-2018
- Office Locations
- 1
Office Locations
29670 440th AVE Aitkin MN
About Kodiak Investment Management LLC
Kodiak Investment Management LLC is a Aitkin-based RIA. The firm has been operating for 8 years. Managing $628.4K in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch and TD Ameritrade.
Team overview
63 AVG AGE
$628.4K AVG AUM / ADVISOR
$39.3K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
PAUL-BRYAN JOEL ZENKE
Chief Executive Officer
- CRD
- #3254506
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $628,400 | -- |
| Non-Discretionary | $0 | -- |
| Total | $628,400 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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