PFLUG KOORY, LLC
CRD #109268 SEC #801-57982 OMAHA, NE 402-691-0988
SEC Registered
Total AUM
$312.6M
Discretionary
$289.6M
Employees
2
Clients
101
Accounts
119
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $312.6M | $289.6M | $23M | 2 | 0 |
| May 2024 | $294.7M | $274.1M | $20.7M | 2 | 0 |
| Feb 2024 | $294.7M | $270.8M | $23.9M | 2 | 0 |
| Mar 2023 | $279.1M | $256.5M | $22.6M | 3 | 0 |
| Feb 2022 | $283.4M | $257.7M | $25.7M | 3 | 0 |
| Mar 2021 | $249.8M | $200.1M | $49.7M | 3 | 0 |
| Feb 2021 | $249.8M | $200.1M | $49.7M | 3 | 0 |
| May 2020 | $224.5M | $181.1M | $43.4M | 3 | 0 |
| Mar 2020 | $224.5M | $181.1M | $43.4M | 3 | 0 |
| Feb 2019 | $188.1M | $147.7M | $40.3M | 3 | 0 |
| Mar 2018 | $211.8M | $157.8M | $54.1M | 3 | 0 |
| Mar 2017 | $245.7M | $194.7M | $51.1M | 4 | 100 |
| Feb 2016 | $179.3M | $131.6M | $47.7M | 1 | 106 |
| Mar 2015 | $183.4M | $132.4M | $51M | 1 | 100 |
| Mar 2014 | $170.5M | $123.4M | $47.1M | 1 | 26 |
| Mar 2013 | $145M | $106.2M | $38.8M | 1 | 26 |
| Mar 2012 | $96.1M | $59.4M | $36.7M | 1 | 26 |
| Mar 2011 | $93M | $57.4M | $35.6M | 5 | -- |
| Mar 2010 | $85.6M | $44.7M | $40.9M | 5 | -- |
| Feb 2009 | $72.3M | $35.4M | $36.8M | 5 | -- |
| Jan 2007 | $82.1M | $32.8M | $49.3M | 5 | -- |
| Mar 2006 | $72.2M | $27.2M | $45.1M | 5 | -- |
| Feb 2005 | $67.2M | $23M | $44.2M | 5 | -- |
DateJan 2025
Total AUM$312.6M
Discretionary$289.6M
Non-Disc.$23M
Employees2
Clients0
DateMay 2024
Total AUM$294.7M
Discretionary$274.1M
Non-Disc.$20.7M
Employees2
Clients0
DateFeb 2024
Total AUM$294.7M
Discretionary$270.8M
Non-Disc.$23.9M
Employees2
Clients0
DateMar 2023
Total AUM$279.1M
Discretionary$256.5M
Non-Disc.$22.6M
Employees3
Clients0
DateFeb 2022
Total AUM$283.4M
Discretionary$257.7M
Non-Disc.$25.7M
Employees3
Clients0
DateMar 2021
Total AUM$249.8M
Discretionary$200.1M
Non-Disc.$49.7M
Employees3
Clients0
DateFeb 2021
Total AUM$249.8M
Discretionary$200.1M
Non-Disc.$49.7M
Employees3
Clients0
DateMay 2020
Total AUM$224.5M
Discretionary$181.1M
Non-Disc.$43.4M
Employees3
Clients0
DateMar 2020
Total AUM$224.5M
Discretionary$181.1M
Non-Disc.$43.4M
Employees3
Clients0
DateFeb 2019
Total AUM$188.1M
Discretionary$147.7M
Non-Disc.$40.3M
Employees3
Clients0
DateMar 2018
Total AUM$211.8M
Discretionary$157.8M
Non-Disc.$54.1M
Employees3
Clients0
DateMar 2017
Total AUM$245.7M
Discretionary$194.7M
Non-Disc.$51.1M
Employees4
Clients100
DateFeb 2016
Total AUM$179.3M
Discretionary$131.6M
Non-Disc.$47.7M
Employees1
Clients106
DateMar 2015
Total AUM$183.4M
Discretionary$132.4M
Non-Disc.$51M
Employees1
Clients100
DateMar 2014
Total AUM$170.5M
Discretionary$123.4M
Non-Disc.$47.1M
Employees1
Clients26
DateMar 2013
Total AUM$145M
Discretionary$106.2M
Non-Disc.$38.8M
Employees1
Clients26
DateMar 2012
Total AUM$96.1M
Discretionary$59.4M
Non-Disc.$36.7M
Employees1
Clients26
DateMar 2011
Total AUM$93M
Discretionary$57.4M
Non-Disc.$35.6M
Employees5
Clients--
DateMar 2010
Total AUM$85.6M
Discretionary$44.7M
Non-Disc.$40.9M
Employees5
Clients--
DateFeb 2009
Total AUM$72.3M
Discretionary$35.4M
Non-Disc.$36.8M
Employees5
Clients--
DateJan 2007
Total AUM$82.1M
Discretionary$32.8M
Non-Disc.$49.3M
Employees5
Clients--
DateMar 2006
Total AUM$72.2M
Discretionary$27.2M
Non-Disc.$45.1M
Employees5
Clients--
DateFeb 2005
Total AUM$67.2M
Discretionary$23M
Non-Disc.$44.2M
Employees5
Clients--