Koios Private Family Offices, LLC

RIASEC Registered
Total AUM
$1.5M
Discretionary
$1.5M
100% of AUM
Avg account
$146K
Accounts
10
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Joel Fortney

    Joel Fortney

    CIOCRD 8150471

Contacts

1 of 1
  • Daniel Jerrett

    DirectorCRD 4244554

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth