Koci Consulting

Koci Consulting (CRD# 165340) is a financial advisory firm headquartered in Grandville, MI. They manage $700,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $175,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Koci Consulting
Showing 1 - 1 of 1 top financial advisors.
1
Dean G. Koci
CRD#: 5064515
Murrieta, CA
96
Wealthminder
score

Dean Koci (CRD# 5064515) is an Investment Advisor Representative working at Koci Consulting in Murrieta, CA and has over 10 years of experience in the finance industry.

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