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Koss-Olinger Consulting, LLC.

● SEC registered since 2000CRD 111855SEC# 801-58175Gainesville, FL
Export (members)
Reg. AUM
$2.08B
Employees
34
Accounts
3,083
Location
Gainesville, FL

Koss-Olinger Consulting, LLC. assets under management

Koss-Olinger Consulting, LLC. is a registered investment adviser overseen by the SEC based in Gainesville, FL. The firm has been registered since 2000. It reports $2.1 billion in regulatory assets under management and employs 34 people.

Koss-Olinger Consulting, LLC. owners & executives

6 reported
NameTitleOwnershipSince
Brian Earl Watson ControlMember10-25%2009
Donna Marie RittershausenChief Compliance OfficerUnder 5%2025
Kirk Edward Klein ControlManaging Member25-50%2009
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Frequently asked questions

How much does Koss-Olinger Consulting, LLC. manage?

Koss-Olinger Consulting, LLC. reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does Koss-Olinger Consulting, LLC. have?

Koss-Olinger Consulting, LLC. reports 34 employees.

Where is Koss-Olinger Consulting, LLC. located?

Koss-Olinger Consulting, LLC. is based in Gainesville, FL and has been SEC-registered since 2000.

Does Koss-Olinger Consulting, LLC. disclose fund performance?

Koss-Olinger Consulting, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2700-A NW 43rd Street, Gainesville, FL 32606
Phone352-373-3337
Fax352-373-1864
Office hours8:30 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1861163
Discloses disciplinary historyYes

Assets under management

Discretionary$1.94B
Non-discretionary$145.5M
Total (RAUM)$2.08B