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KOENIG INVESTMENT ADVISORY, LLC

Tel: 541-608-0551
739 N Main Street
Ashland, Oregon  97520

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KOENIG INVESTMENT ADVISORY, LLC

KOENIG INVESTMENT ADVISORY, LLC is a Ashland, Oregon based financial advisory firm with nearly $240,549,891 in assets under management and provides investment advisory services for 597 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Publication of periodicals and newsletters

Fee Structure:

A percentage of AUM

Firm CRD#:

311422

SEC#:

801-119834

No. of Clients:

597

Assets under Management

$240,549,891

No. of Advisors:

3

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