Koenig Investment Advisory, LLC, based in Medford, OR, is a reputable and client-focused investment advisory firm. With a commitment to personalized service, the firm operates from a single office, catering to a select group of clients in the region.
Led by a team of 3 dedicated professionals, all specializing in investment advisory services, Koenig Investment Advisory provides expert guidance to their clientele. With an average of approximately $64,180,000 in assets under management per investment advisor, they are aligned with industry norms in terms of managing client portfolios.
The firm's compensation structure encompasse...
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Assets Under Mgmt
$192.53M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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