KOIN CAPITAL INC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 315355
- Registered since
- December 1, 2021
- Website
- koin.ai
- Fee structure
- Subscription Fees, Fixed Fees
- Services
- Publication of Periodicals
Firm profile
FINTRXOverview
Koin Capital Inc. is a corporation that markets advisory services to individual and family clients. The firm registered with the SEC in 2021 and is owned by an individual; it is classified in the dataset as "unclassified" rather than under a defined RIA subtype. Koin Capital bills on non-asset-based terms — the disclosed fee structures are subscription fees and fixed fees — and its stated advisory activity includes the publication of periodicals or newsletters. The firm is not identified as a capital allocator, is not an active ESG investor, and is not described as a multi-state or pension consulting adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Yang Zhang
ShareholderCRD 7412344
Jiyu Ding
PresidentCRD 7412343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 11803 Westheimer Rd
- Time zone
- CT (UTC-6)
- Office locations
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