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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 11-20-2020
- Office Locations
- 1
Office Locations
About Koenig Investment Advisory, LLC
Koenig Investment Advisory, LLC is a fee-only RIA providing investment management and wealth planning for individuals, families, and business owners. Portfolios are custom-tailored to client goals with asset allocation and ongoing portfolio construction, primarily using public funds and ETFs. The firm is Schwab-custodied and uses the Black Diamond platform.
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Owner & Executives
JEFFREY L MCCULLOUGH
Financial Advisor, General Partner, INVESTMENT ADVISOR REPRESENTATIVE, PRINCIPAL
- CRD
- #5357489
- Ownership
- 75% or more
LORRIE ANNE MILLER
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #5296122
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Hugo R Sanchez II
Financial Advisor
- CRD
- #6983224
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,181,429 | $431,021 |
| Non-Discretionary | $0 | -- |
| Total | $258,181,429 | $431,021 |
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Separately Managed Accounts
Total SMA Asset: $258,181,429
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,196,735,348 | 22.5% |
| Equity - Exchange | $1,834,994,200 | 34.5% |
| Cash | $2,287,094,221 | 43.0% |
| Total | $5,318,823,769 | 100.0% |