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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-21-2019
- Office Locations
- 1
Office Locations
About Komons Financial LLC
Komons Financial is an independent wealth management firm in Carrollton/Dallas, TX led by Nik Koumoundouros. The firm ties investment strategy to a broader life plan, providing ongoing guidance, monitoring, and discipline. Portfolios follow a process-oriented, research-based approach using globally diversified stocks, bonds, and real estate investments, and the team offers a no-obligation second opinion on existing plans.
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Owner & Executives
NIKITAS Nikolaos KOUMOUNDOUROS
Chief Compliance Officer, Managing Member
- CRD
- #4803482
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,703,122 | -- |
| Non-Discretionary | $15,961,207 | -- |
| Total | $35,664,329 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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