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
- HNWI99.94%
- Individuals0.06%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Koios Private Family Offices, LLC is an individual-owned limited liability company that advises individuals and family clients on portfolio management and small-business accounts. The firm charges fees based on a percentage of assets under management and does not identify as a multi-state adviser or an active ESG investor. Its regulatory registration year is not listed. Koios describes its primary advisory activity as portfolio management for individuals and small businesses rather than pension consulting or capital allocation for institutional mandates.
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 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
- 415 Sw 8th St
- 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
DES Moines Investments, LLC
RIADes Moines, IA