Koenig Investment Advisory, LLC

Koenig Investment Advisory, LLC (CRD# 311422) is a financial advisory firm headquartered in Ashland, OR. They manage $226,163,831 in 605 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
739 N Main Street, Ashland, OR 97520
https://www.facebook.com/koeniginvestmentadvisory/
By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    605
    ACCOUNTS
  • Average Account Value
    $373,825
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, NE, OR, TX, WA

Financial Advisors at Koenig Investment Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey McCullough, financial advisor Ashland OR
Jeffrey L. McCullough
CRD#: 5357489
739 N Main Street, Ashland, OR 97520

Jeffrey McCullough (CRD# 5357489) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Ashland, OR and has over 16 years of experience in the finance industry.

2
Lorrie Anne Miller, financial advisor Ashland OR
Lorrie Anne Miller
CRD#: 5296122
739 N Main Street, Ashland, OR 97520

Lorrie Anne Miller (CRD# 5296122) is an Investment Advisor Representative working at Koenig Investment Advisory, LLC in Ashland, OR and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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