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 positions itself as a boutique investment manager serving individual and family clients with portfolio management and family office–style oversight. The firm charges fees as a percentage of assets under management and focuses its advisory activity on individualized portfolio management rather than institutional consulting or pension work. It is not flagged as an active ESG investor and operates under a single-state footprint rather than a multi-state advisory platform. Given the firm’s name and stated client base, Koios Private Family Offices, LLC appears to deliver family-office services oriented around investment management and coordination for a small number of households. Its structure is a limited liability company with individual ownership, and the practice does not report acting as a capital allocator or operating a related adviser.
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 1Joel 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
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