Koinonia Financial

Koinonia Financial (CRD# 312136) is a financial advisory firm headquartered in The Woodlands, TX. They manage $82,651,430 in 562 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

8505 Technology Forest Pl., Ste. 201, The Woodlands, TX 77381

https://www.koinoniafinancial.com/

By the Numbers

Total Assets Under Management

83

MILLION
Total Number of Accounts

562

ACCOUNTS
Average Account Value

$147,067

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Koinonia Financial

Showing 1 - 2 of 2 top financial advisors.

David A. Trifon

CRD#: 1075742

8505 Technology Forest Pl., Ste. 201, The Woodlands, TX 77381

David Trifon (CRD# 1075742) is an Investment Advisor Representative working at Koinonia Financial in The Woodlands, TX and has over 41 years of experience in the finance industry.

William C. Warrick

CRD#: 6344208

8505 Technology Forest Pl., Ste. 201, The Woodlands, TX 77381

William Warrick (CRD# 6344208) is an Investment Advisor Representative working at Koinonia Financial in The Woodlands, TX and has over 9 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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