$63.2M Total AUM
$63.2M Disc. AUM
-- 3Y CAGR
1 Employees
37 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-19-2020
- Office Locations
- 1
Office Locations
-- Navarre FL
About KOI Portfolio Management, LLC
KOI Portfolio Management, LLC is a founder-led, single-advisor RIA providing financial and wealth planning, portfolio construction, and investment planning for retail clients, including entrepreneurs. Portfolios are predominantly ETF-based, with additional use of mutual funds and select alternatives/hedge funds when appropriate. Custody includes Charles Schwab (and UBS).
Team overview
-- AVG AGE
$63.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GORDON RICHARD LACQUEMENT
Analyst, Chief Compliance Officer, PRINCIPAL
- CRD
- #3005625
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,170,457 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,170,457 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Derivatives:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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