Koss-olinger Consulting, LLC

Koss-olinger Consulting, LLC (CRD# 111855) is a financial advisory firm headquartered in Gainesville, FL. They manage $1,869,130,545 in 3,016 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
2700-a Nw 43rd Street, Gainesville, FL 32606
http://www.kossolinger.com
By the Numbers
  • Total Assets Under Management
    1,869
    MILLION
  • Total Number of Accounts
    3,016
    ACCOUNTS
  • Average Account Value
    $619,738
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, FL, GA, IL, LA, MA, MO, NC, NV, NY, OH, OK, SC, TN, TX

Financial Advisors at Koss-olinger Consulting, LLC
Showing 11 - 13 of 13 top financial advisors.
11
David Mejia, financial advisor Gainesville FL
David A. Mejia
CRD#: 6909817
2700-a Nw 43rd Street, Gainesville, FL 32606

David Mejia (CRD# 6909817) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 6 years of experience in the finance industry.

12
Hartley Montgomery, financial advisor Gainesville FL
Hartley C. Montgomery
CRD#: 7288496
2700-a Nw 43rd Street, Gainesville, FL 32606

Hartley Montgomery (CRD# 7288496) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has 1 year of experience in the finance industry.

13
Brittney Olinger, financial advisor Gainesville FL
Brittney D. Olinger
CRD#: 7286947
2700-a Nw 43rd Street, Gainesville, FL 32606

Brittney Olinger (CRD# 7286947) is an Investment Advisor Representative working at Koss-olinger Consulting, LLC in Gainesville, FL and has over 3 years of experience in the finance industry.

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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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