PPrivate Fund Data Log in Join · $37/mo

Kooman & Associates

● SEC registered since 2022CRD 322163SEC# 801-126429Altoona, PA
Export (members)
Reg. AUM
$472.4M
Employees
9
Accounts
1,256
Location
Altoona, PA

Kooman & Associates assets under management

Kooman & Associates is a registered investment adviser overseen by the SEC based in Altoona, PA. The firm has been registered since 2022. It reports $472.4 million in regulatory assets under management and employs 9 people.

Kooman & Associates owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Nicholas Starkey ControlChief Compliance Officer/Co-Managing Member50-75%2022
Kathryn Kooman Starkey ControlCo-Managing Member50-75%2022

Frequently asked questions

How much does Kooman & Associates manage?

Kooman & Associates reports $472.4 million in regulatory assets under management on its Form ADV.

How many employees does Kooman & Associates have?

Kooman & Associates reports 9 employees.

Where is Kooman & Associates located?

Kooman & Associates is based in Altoona, PA and has been SEC-registered since 2022.

Does Kooman & Associates disclose fund performance?

Kooman & Associates is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address517 S. Logan Blvd., Altoona, PA 16602
Phone814-941-4800
Fax814-941-4807
Office hours9:00 a.m.-5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1961850
Discloses disciplinary historyNo

Assets under management

Discretionary$472.4M
Non-discretionary$0
Total (RAUM)$472.4M