Kooman & Associates

RIASEC RegisteredEst. 2022
Total AUM
$556M
Discretionary
$556M
100% of AUM
Avg account
$348K
Accounts
1,596
Employees
10
Advisory reps
8

Firm details

Headquarters
Altoona, Pennsylvania
CRD number
322163
Registered since
December 9, 2022
Website
www.kooman.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI81.12%
  • Individuals14.38%
  • Corporations / Businesses2.97%
  • Charitable Organizations1.27%
  • Pension & Profit Sharing Plans0.26%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Kooman & Associates is an independent registered investment adviser structured as an LLC and SEC-registered in 2022. The firm serves both individual and family clients as well as institutions, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Its fee model combines percentage-of-AUM pricing with fixed fees. The firm reports being an active ESG investor and does not operate as a capital allocator to external funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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 83%, Exchange Traded Equities 6%, Cash & Cash Equivalents 6%, Other 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%83%
  • Public Funds/Mutual Funds83%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents6%
  • Other2%
  • US Government Bonds1%

Contacts

3 of 8

  • Amy Delauter

    Operations ManagerCRD 3233869

  • Kyle Moerschbacher

    Kyle Moerschbacher

    Financial PlannerCRD 7241062

  • Stacy Anderson

    Stacy Anderson

    Director of OperationsCRD 4782048

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 26

Active vs passive

$355M in ETFs

Passive

10%

$34.5M

Active

86%

$321M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)DimensionalActiveLarge Blend$148M2,864,47741.68%
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Location

Primary office

Altoona, PA

Blair

Location

Altoona, PA

Headquartered in Altoona, PA, anchoring the Altoona-Huntingdon, PA metro in the Northeast.

Metro area
Altoona-Huntingdon, PA
Region
Northeast
County
Blair
Address
517 S Logan Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth