Logia Portfolio Management
Logia Portfolio Management (CRD# 269963) is a financial advisory firm headquartered in Overland Park, KS. They manage $283,228,873 in 564 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management283MILLION
Total Number of Accounts564ACCOUNTS
Average Account Value$502,179
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, KS, MO, OK
David Ferry (CRD# 5667832) is an Investment Advisor Representative working at Logia Portfolio Management in Elk River, MN and has over 8 years of experience in the finance industry.
Matthew Heimann (CRD# 6545081) is an Investment Advisor Representative working at Logia Portfolio Management in Overland Park, KS and has over 2 years of experience in the finance industry.