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- Custodian
- JP Morgan · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
About Koinonia Financial
Koinonia Financial is a registered investment advisor in The Woodlands, TX, providing wealth management and holistic financial planning, including retirement, estate, education savings, and insurance planning. The firm emphasizes Christian, stewardship-based guidance built on long-term client relationships, serving individuals and business owners. Clients can access accounts and documents through LPL’s Account View portal.
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Owner & Executives
WILLIAM CODY WARRICK
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6344208
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,497,550 | -- |
| Non-Discretionary | $0 | -- |
| Total | $101,497,550 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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