KOENIG INVESTMENT ADVISORY, LLC
CRD #117098 SEC #801-77874 MEDFORD, OR 541-608-0551
SEC Registered
Total AUM
$183M
Discretionary
$183M
Employees
3
Clients
1
Accounts
575
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2020 | $183M | $183M | $0 | 3 | 0 |
| May 2020 | $183M | $183M | $0 | 3 | 0 |
| Apr 2020 | $183M | $183M | $0 | 3 | 0 |
| Mar 2020 | $183M | $183M | $0 | 3 | 0 |
| Feb 2019 | $152.8M | $152.8M | $0 | 3 | 0 |
| Mar 2018 | $136.2M | $136.2M | $0 | 3 | 0 |
| Mar 2017 | $123.9M | $123.8M | $53.7K | 3 | 300 |
| Apr 2016 | $119.7M | $118.3M | $1.4M | 3 | 300 |
| Feb 2016 | $119.7M | $118.3M | $1.4M | 3 | 300 |
| May 2015 | $123.8M | $123.8M | $0 | 3 | 300 |
| Feb 2015 | $123.8M | $123.8M | $0 | 3 | 300 |
| Mar 2014 | $109.2M | $109.2M | $0 | 2 | 300 |
| Apr 2013 | $100.3M | $100.3M | $0 | 2 | 200 |
| Mar 2013 | $100.3M | $100.3M | $0 | 2 | 200 |
| May 2012 | $77.5M | $77.5M | $0 | 1 | 200 |
| May 2012 | $77.5M | $77.5M | $0 | 1 | 200 |
| Apr 2012 | $74M | $74M | $0 | 1 | 200 |
| Apr 2012 | $74M | $74M | $0 | 1 | 200 |
| Mar 2012 | $74M | $74M | $0 | 1 | 200 |
| Mar 2012 | $74M | $74M | $0 | 1 | 200 |
| Mar 2011 | $73.4M | $73.4M | $0 | 5 | -- |
| Dec 2007 | $60M | $59.6M | $400K | 5 | -- |
| Mar 2007 | $50.1M | $50M | $50K | 5 | -- |
| Mar 2006 | $30M | $28M | $2M | 5 | -- |
DateOct 2020
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients0
DateApr 2020
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$152.8M
Discretionary$152.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$136.2M
Discretionary$136.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$123.9M
Discretionary$123.8M
Non-Disc.$53.7K
Employees3
Clients300
DateApr 2016
Total AUM$119.7M
Discretionary$118.3M
Non-Disc.$1.4M
Employees3
Clients300
DateFeb 2016
Total AUM$119.7M
Discretionary$118.3M
Non-Disc.$1.4M
Employees3
Clients300
DateMay 2015
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees3
Clients300
DateFeb 2015
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees3
Clients300
DateMar 2014
Total AUM$109.2M
Discretionary$109.2M
Non-Disc.$0
Employees2
Clients300
DateApr 2013
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees2
Clients200
DateMar 2013
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees2
Clients200
DateMay 2012
Total AUM$77.5M
Discretionary$77.5M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$77.5M
Discretionary$77.5M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$74M
Discretionary$74M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$73.4M
Discretionary$73.4M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$60M
Discretionary$59.6M
Non-Disc.$400K
Employees5
Clients--
DateMar 2007
Total AUM$50.1M
Discretionary$50M
Non-Disc.$50K
Employees5
Clients--
DateMar 2006
Total AUM$30M
Discretionary$28M
Non-Disc.$2M
Employees5
Clients--