Kooman & Associates, a local investment advisory firm based out of Altoona, PA, stands as a trusted financial partner to over 210 individual clients. With a remarkable $340,279,000 in assets under management, the firm has positioned itself as a leader in the industry. Boasting two offices, Kooman & Associates offers comprehensive financial services to a diverse range of clients.
While the firm manages a significant portion of its assets through discretionary accounts, it also possesses the expertise to handle employer funds. Notably, less than 30% of their assets under management are comprised of 401K and individual accounts. The...
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Assets Under Mgmt
$340.28M
Investment Professionals
5
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.