Koios Private Family Offices, LLC
Firm details
- Headquarters
- Des Moines, Iowa
- CRD number
- 338355
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.05%
- Individuals47.95%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Koios Private Family Offices, LLC is an independent RIA organized as an LLC and positioned to serve individual and family clients with portfolio management services. The firm bills on a percentage-of-assets-under-management basis and focuses on direct portfolio management for individuals and small businesses. Ownership is listed as individual, and the firm reports that it does not act as a capital allocator or pension consultant and does not emphasize ESG investing.
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Joel Fortney
CIOCRD 8150471
Contacts
1 of 1Daniel Jerrett
DirectorCRD 4244554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Des Moines, IA
Polk
Location
Des Moines, IA
Headquartered in Des Moines, IA, anchoring the Des Moines-Ames-West Des Moines, IA metro in the Midwest.
- Metro area
- Des Moines-Ames-West Des Moines, IA
- Region
- Midwest
- County
- Polk
- Address
- 2600 Grand Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Dentist Exit Planning
RIADes Moines, IA
LW Advisors, L.L.C.
RIADes Moines, IA
Prospective Value Partners LLC
RIADes Moines, IA
Longenecker Financial Services
RIADes Moines, IA
Altitude Capital Management LLC
RIADes Moines, IA
Polson Wealth Management
RIADes Moines, IA