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 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

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

    CIOCRD 8150471

Contacts

1 of 1
  • DANIEL JERRETT

    DirectorCRD 4244554

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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