Koenig Investment Advisory LLC
Legal Name: KOENIG INVESTMENT ADVISORY, LLC
Full Contact Details
Koenig Investment Advisory LLC
1020 E JACKSON ST, MEDFORD, OR
541-608-0551
541-608-0423
Other Info
Koenig Investment Advisory LLC, also known as KOENIG INVESTMENT ADVISORY, LLC, is an Oregon-based limited liability company with three employees, all of whom hold advisory positions. Although the total number of clients isn't specified, the firm's SEC status is listed as Approved, with registration dating back to April 8, 2013.
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Based in Medford, Oregon, Koenig Investment Advisory is a financial and asset management firm offering nationwide investment and wealth planning services.
Direct Owners
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GREGORY ALAN KOENIG
OWNER owns 75% or more
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JEFFREY L MCCULLOUGH
MANAGING MEMBER owns more than 10% but less than 25%
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LORRIE ANNE MILLER
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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ALLISON KOENIG
SILENT OWNER (5%)