Be advised. This firm is no longer registered.

Koenig Investment Advisory, LLC

Koenig Investment Advisory, LLC (CRD# 117098) is a financial advisory firm headquartered in Medford, OR. They manage $183,007,038 in 575 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1020 E Jackson St, Medford, OR 97504
http://www.koeniginvestment.com
By the Numbers
  • Total Assets Under Management
    183
    MILLION
  • Total Number of Accounts
    575
    ACCOUNTS
  • Average Account Value
    $318,273
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.

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

Financial Advisors at Koenig Investment Advisory, LLC
No Advisor Found.

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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