KOINONIA FINANCIAL
Firm details
- Headquarters
- THE WOODLANDS, Texas
- CRD number
- 312136
- Website
- koinoniafinancial.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.63%
- Individuals42.14%
- Pension & Profit Sharing Plans5.31%
- Charitable Organizations1.27%
- Corporations / Businesses0.65%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Koinonia Financial is a privately owned limited liability company that provides fee-based wealth management to individuals and families. The firm charges a percentage-of-assets-under-management and focuses its advisory work on portfolio management for individuals and small businesses, with listed capabilities that include pension consulting services. It does not identify as an active ESG investor, and its profile indicates single-state operations rather than a multi-state advisory footprint.
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
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
1 of 1WILLIAM WARRICK
Chief Executive OfficerCRD 6344208
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
THE WOODLANDS, TX
MONTGOMERY
Location
THE WOODLANDS, TX
Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- MONTGOMERY
- Address
- 9400 Grogans Mill Rd
- Time zone
- CT (UTC-6)
- Office locations
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