$155,000 AUM | $900,000 GDC in Medford, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Medford, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$900,000.00
# of Accounts
655
Avg Client Age
60
Overview

Koenig Investment Advisory is a boutique wealth management firm offering fee-only fiduciary investment and financial planning services to families, trusts, and businesses throughout the United States. Located in the small town setting of Medford, Oregon, Koenig brings a personal touch to asset management. Whether a client utilizes one or all of their services, the firm uses a team-based service model that allows them to draw on the unique skill set of each member of the firm. With combined industry experience of over 50 years, Koenig Investment Advisory provides clients access to unparalleled advice and service. All members of their team are licensed advisors, with one holding the CERTIFIED FINANCIAL PLANNER™ certification.

Koenig Investment Advisory has the capacity to grow and maintain their current service model. The firm would like to add households through acquisition or as a successor.

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