Koenig Investment Advisory, LLC

Koenig Investment Advisory, LLC (CRD# 117098) is a financial advisory firm headquartered in Medford, OR. They manage $119,665,601 in 471 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    471
    ACCOUNTS
  • Average Account Value
    $254,067
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
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, CO, NE, OR, TX, WA

Financial Advisors at Koenig Investment Advisory, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gregory A. Koenig
CRD#: 1342457
1020 E Jackson St, Medford, OR 97504
93
Wealthminder
score

Gregory Koenig (CRD# 1342457) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 31 years of experience in the finance industry.

2
Jeffrey L. McCullough
CRD#: 5357489
1020 E Jackson St, Medford, OR 97504
93
Wealthminder
score

Jeffrey McCullough (CRD# 5357489) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 8 years of experience in the finance industry.

3
Lorrie Anne Miller
CRD#: 5296122
1020 E Jackson St, Medford, OR 97504
93
Wealthminder
score

Lorrie Anne Miller (CRD# 5296122) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Medford, OR and has over 8 years of experience in the finance industry.

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