KOOMAN & ASSOCIATES

Overview

Kooman & Associates is an independent registered investment adviser that manages wealth for both high-net-worth individuals and institutional clients. The firm blends financial planning with discretionary portfolio management across individual, small business and institutional mandates. Fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements, and the firm identifies as an active ESG investor, which suggests environmental, social and governance factors are integrated into security selection or manager due diligence. Investment activity centers on broad public-market exposure delivered primarily through pooled public funds and ETFs, with a material tilt toward passive and institutional-grade strategies. The adviser also provides pension consulting and formal financial planning services, indicating they work with both long-term institutional policy and household-level cashflow and retirement planning. Given the firm’s registration history and stated services, Kooman & Associates operates as a traditional RIA focused on discretionary management with an emphasis on scalable public fund allocations and manager selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices