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Koenig Investment Advisory, LLC

● SEC registered since 2020CRD 311422SEC# 801-119834Ashland, OR
Export (members)
Reg. AUM
$258.2M
Employees
3
Accounts
599
Location
Ashland, OR

Koenig Investment Advisory, LLC assets under management

Koenig Investment Advisory, LLC operates as an SEC-registered investment adviser based in Ashland, OR. The firm has been registered since 2020. It reports $258.2 million in regulatory assets under management and employs 3 people.
www.facebook.com/koeniginvestmentadvisoryView on SEC.gov ↗

Koenig Investment Advisory, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey L McCullough ControlPrincipal; Investment Advisor RepresentativeOver 75%2020
Lorrie Anne MillerInvestment Advisor Representative; Chief Compliance OfficerUnder 5%2020

Frequently asked questions

How much does Koenig Investment Advisory, LLC manage?

Koenig Investment Advisory, LLC reports $258.2 million in regulatory assets under management on its Form ADV.

How many employees does Koenig Investment Advisory, LLC have?

Koenig Investment Advisory, LLC reports 3 employees.

Where is Koenig Investment Advisory, LLC located?

Koenig Investment Advisory, LLC is based in Ashland, OR and has been SEC-registered since 2020.

Does Koenig Investment Advisory, LLC disclose fund performance?

Koenig Investment Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address739 N Main Street, Ashland, OR 97520
Phone541-608-0551
Fax541-608-0423
Office hours6:30 a.m. - 3:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$258.2M
Non-discretionary$0
Total (RAUM)$258.2M