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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2025
- Office Locations
- 1
Office Locations
About Koios Private Family Offices, LLC
Koios Private Family Offices, LLC is a Des Moines-based, SEC-registered boutique serving a select group of families with comprehensive financial planning and investment strategy, including capital management, asset protection, proprietary strategies, and transition advice. Delivered personally with an emphasis on investment discipline and transparency; custody includes Charles Schwab.
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Owner & Executives
Joel B Fortney
Chief Compliance Officer, Managing Member
- CRD
- #8150471
- Ownership
- 50% but less than 75%
DANIEL L JERRETT
Managing Member, Vice President
- CRD
- --
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,458,719 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,458,719 | -- |
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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 |
| Total | Available | Available |
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