Koss Olinger Consulting, LLC. is a large advisory firm based in Gainesville. It manages $747.77 million of regulatory assets for 3,449 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Arizona, Arkansas, Florida, and 10 other states.
Koss Olinger Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Koss Olinger Consulting, LLC. is $747.77 million. The firm's AUM has grown by 266% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Koss Olinger Consulting, LLC. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Koss Olinger Consulting is high net worth individuals with 189 clients and $553.35 million of assets under management. Among the 9 most similar advisory firms, Koss Olinger Consulting has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $745.53 million for 609 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Koss Olinger Consulting doesn't advise any private funds.
The company employs 26 people that are either part- or full-time employees. 27 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Koss Olinger Consulting, LLC. performs its advisory services is located at 2700 A Nw 43 Rd Street, Gainesville, FL 32606, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 352-373-3337 or by fax 352-373-1864. The normal business hours are 8:30 am - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at kossolinger.com.