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Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc.

● SEC registered since 1999CRD 111872SEC# 801-56878Decatur, IL
Export (members)
Reg. AUM
$2.25B
Employees
73
Accounts
10,743
Location
Decatur, IL

Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. assets under management

Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. is an SEC-registered investment adviser based in Decatur, IL. The firm has been registered since 1999. It reports $2.2 billion in regulatory assets under management and employs 73 people.

Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Allen Bayard Closser ControlPresident10-25%2017
David Paul Koshinski ControlCeoOver 75%1996
Lori Lea Fuerstenberg ControlChief Compliance OfficerUnder 5%2018
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Frequently asked questions

How much does Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. manage?

Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. have?

Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. reports 73 employees.

Where is Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. located?

Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. is based in Decatur, IL and has been SEC-registered since 1999.

Does Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. disclose fund performance?

Koshinski Asset Management, Inc.-Dba Ipi Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address226 W. Eldorado, Decatur, IL 62522
Phone217-425-6340
Fax217-425-9581
Office hours7:30 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1633389
Discloses disciplinary historyNo

Assets under management

Discretionary$2.14B
Non-discretionary$112.5M
Total (RAUM)$2.25B