KOI Portfolio Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 310421
- Registered since
- September 18, 2020
- Website
- koiportfoliomanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.31%
- Individuals6.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
KOI Portfolio Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC and recently formed. The firm focuses on financial planning and portfolio management for individual and family clients and small businesses, charging fees based on a percentage of assets under management. KOI is state-registered in Florida and Georgia and operates with what appears to be a lean, owner-driven structure rather than acting as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- US Government Bonds3%
- Derivatives2%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Gordon Lacquement
Principal And Chief Compliance OfficerCRD 3005625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Bills Asset Management
RIACypress Capital Group
RIAPalm Beach, FL
Silveroak Investments, LLC
RIARanger Global Holdings LLC
RIACharlottesville, VA
North Scottsdale Wealth Advisors, LLC
RIAScottsdale, AZ
Ortman Financial Planning
RIANorth Bethesda, MD